Bellwether Investment Group, Llc
- Regulatory AUM
- $155M
- Discretionary
- $155M
- Clients
- 313
- Avg AUM / client
- $496K
- Accounts
- 670
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 271 | $54.6M | 35.2% |
| High net worth individuals | 42 | $98.9M | 63.8% |
| Charitable organizations | Fewer than 5 clients | $602K | 0.39% |
| Corporations and other businesses | Fewer than 5 clients | $928K | 0.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Connie Lee West | Member | Aug 2008 (18y) | 25% – 50% | |
| John Allen Lindsey | Member Chief Compliance Officer | Aug 2008 (18y) | 25% – 50% | |
| Martin Dyer Summitt | Managing Member | Aug 2008 (18y) | 25% – 50% | |
| Lance Robert Ray | Member | CFP | Sep 2016 (10y) | 25% – 50% |
| Adivaraha Jayasankar | Registered representative | Jul 2023 (3y) | ||
| Charles Kenneth Trew | Registered representative | Oct 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $155M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗