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TOLLEY FINANCIAL GROUP, LLC

RALEIGH, NC · CRD 302115 · IAPD ↗ · tolleyfinancialgroup.com · 919-747-9698

$121.9MRegulatory AUM
1Advisory reps
1Employees
77Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — TOLLEY FINANCIAL GROUP, LLC (RALEIGH, NC) is newly SEC-registered with $121.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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