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BELLWETHER INVESTMENT GROUP, LLC

HIXSON, TN · CRD 148114 · IAPD ↗ · focuspointefinancial.com · 423-698-6256

$155.1MRegulatory AUM
6Advisory reps
6Employees
11Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — BELLWETHER INVESTMENT GROUP, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2026 — BELLWETHER INVESTMENT GROUP, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2025 — BELLWETHER INVESTMENT GROUP, LLC now reports custody of client assets ($803,785).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
March 2024 — BELLWETHER INVESTMENT GROUP, LLC changed its website from focuspointefinancial.com to focuspointfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
March 2024 — BELLWETHER INVESTMENT GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.