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- Custodian
- Morgan Stanley ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2008
- Office Locations
- 4
Office Locations
About Bellwether Investment Group, LLC
Bellwether Investment Group, LLC is a Raymond James-affiliated advisory firm providing personalized wealth management and financial planning for families and individuals, retirees, and business owners, with added expertise supporting corporate retirement plans. The team emphasizes goal-based portfolio construction and risk management using vehicles such as ETFs, mutual funds, and fixed income, complemented by estate/legacy, tax, and insurance planning.
Reported data analysis
What the numbers show
Between February 13, 2025 and February 10, 2026, reported AUM increased 13.1%, from $137.1M to $155.1M.
Across 5 reported observations, AUM increased 10.8% between February 23, 2022 and February 10, 2026, from $140.0M to $155.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 324 clients, or 54 clients per representative. That equates to $478.7K in reported AUM per client.
The profile lists 4 reported office locations and 18 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOHN ALLEN LINDSEY
Chief Compliance Officer, Financial Advisor
- CRD
- #2323601
- Ownership
- 25% but less than 50%
LANCE ROBERT RAY
Investment Advisor
- CRD
- #3066927
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Adivaraha Jayasankar
--
- CRD
- #7733773
CHARLES KENNETH TREW
--
- CRD
- #6022327
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,100,717 | $231,494 |
| Non-Discretionary | $0 | -- |
| Total | $155,100,717 | $231,494 |
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Separately Managed Accounts
SMA allocation detail is available
Bellwether Investment Group, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.