BELLWETHER CAPITAL MANAGEMENT LLC

BELLWETHER CAPITAL MANAGEMENT LLC of FAIR OAKS, CA is an SEC-registered investment adviser (CRD 153633). Regulatory assets under management: $36.4M.

Registration

• CRD: 153633
• Type: Registered investment adviser
• Location: 7840 MADISON AVE, FAIR OAKS, CA, 95628
• Phone: 888-338-0777
• Latest filing: 2026-03-16
• Regulatory AUM: $36.4M
• Discretionary AUM: $31.4M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153633 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search