TOLLEY FINANCIAL GROUP, LLC

Overview

Tolley Financial Group, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individuals/families and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model mixes percentage-of-assets and fixed fees. On its filings the firm does not identify itself as an active ESG investor or a multi-state adviser, and it is not positioned as a capital allocator to third‑party alternative managers. Investment activity is centered on pooled public funds rather than direct, concentrated equity bets or private placements. The firm’s filing shows a clear preference for mutual funds and similar public vehicles as the primary building blocks for client portfolios. That structure aligns with its advisory focus on planning and model-driven portfolio management for smaller- and mid-sized client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices