BELLWETHER CAPITAL MANAGEMENT LLC

Overview

Bellwether Capital Management LLC is an independent, individually owned registered investment adviser operating as an LLC that serves individuals and families, including small-business owners. The firm offers financial planning and discretionary portfolio management for retail clients and bills primarily as a percentage of assets under management, with the option of hourly charges for certain services. Bellwether does not present itself as a capital allocator or pension consultant, and it is not listed as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives