# Bellwether Investment Group, LLC

> Bellwether Investment Group, LLC is an SEC-registered investment advisory firm in Hixson, TN, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 148114
- Filed as: BELLWETHER INVESTMENT GROUP, LLC
- Also doing business as: FOCUS POINTE FINANCIAL, WEALTH FOUNDATION SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hixson, TN
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148114
- AdvisorCensus page: https://advisorcensus.com/firm/bellwether-investment-group-llc-hixson-tn-148114

## Quick answers

**How is Bellwether Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bellwether Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Bellwether Investment Group, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 9, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bellwether Investment Group, LLC located?**
Bellwether Investment Group, LLC's principal office is in Hixson, TN, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Bellwether Investment Group, LLC registered with the SEC or a state?**
Bellwether Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148114.

**How much does Bellwether Investment Group, LLC manage?**
Bellwether Investment Group, LLC reports $155,100,717 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Bellwether Investment Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bellwether Investment Group, LLC: Regulatory assets under management: $121,810,960 in the October 2021 data and $155,100,717 in the October 2026 data, up 27%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bellwether Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (271); high net worth individuals (42).

**Which custodians does Bellwether Investment Group, LLC use?**
Bellwether Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bellwether Investment Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148114

**What changed in Bellwether Investment Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $137,134,578 to $155,100,717 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Asset-based fee: 2% of assets a year

> The client can engage Bellwether to provide discretionary and/or non-discretionary investment advisory and implementation services on a fee basis, generally negotiable to 2%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $155,100,717
- Discretionary: $155,100,717
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 271 | $54,643,607 |
| High net worth individuals | 42 | $98,926,920 |
| Charitable organizations | Fewer than 5 | $602,132 |
| Corporations or other businesses not listed above | Fewer than 5 | $928,058 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, IL, MI, NC, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Chattanooga, TN
- Dalton, GA

### Websites listed on Form ADV (Item 1.I)
- bellwetherinv.com
- focuspointefinancial.com
- focuspointfinancial.com
- wealthfoundationssolutions.com
- LinkedIn @jay-adivaraha
- LinkedIn @lanceray

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,810,960 | 4 | February 25, 2021 |
| October 2022 | $140,045,000 | 4 | February 23, 2022 |
| October 2023 | $118,755,211 | 5 | September 29, 2023 |
| October 2024 | $123,690,732 | 6 | February 24, 2024 |
| October 2025 | $137,134,578 | 6 | February 13, 2025 |
| October 2026 | $155,100,717 | 6 | February 10, 2026 |

Regulatory assets under management: $121,810,960 in the October 2021 data and $155,100,717 in the October 2026 data, up 27%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $137,134,578 to $155,100,717 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bellwether Investment Group, LLC (CRD 148114): Form ADV filing data as of October 2026.