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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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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