$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2020
- Office Locations
- 1
Office Locations
-- Loveland OH
About Bellwether Investment Services LLC
Bellwether Investment Services provides personalized financial planning and wealth management for families and individuals, retirees, and business owners, and helps employers establish and oversee corporate retirement plans. Portfolios emphasize ETFs and public funds alongside cash, with a pragmatic, risk-aware asset allocation approach.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$147.4K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Signal ridge
Client Personas
Delta focus Catalyst wave Ember insight
Custodian
North
Investment Themes
Wave quantum Quantum Prime bridge Insight
Investment Vehicles
Peak delta
Services
Element bridge Meridian ridge Foundation insight
Owner & Executives
C
CHRISTOPHER A CARBONE
Chief Compliance Officer, Managing Member, Senior Financial Advisor
- CRD
- #5589809
- Ownership
- 75% or more
(988) 226-4921
pathway.bridge@northcapital.com
in linkedin.com/in/north-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,654,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,654,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,654,000
Equity - Exchange:
27.8% Public Funds:
37.1% Cash:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,540,104,576 | 27.8% |
| Public Funds | $2,055,319,417 | 37.1% |
| Cash | $1,944,520,526 | 35.1% |
| Total | $5,539,944,519 | 100.0% |