TOLLEY FINANCIAL GROUP, LLC

TOLLEY FINANCIAL GROUP, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 302115). Regulatory assets under management: $121.9M.

Registration

• CRD: 302115
• SEC file number: 801-136207
• Type: Registered investment adviser
• Location: 7101 CREEDMOOR ROAD, SUITE 123, RALEIGH, NC, 27613
• Phone: 919-747-9698
• Latest filing: 2026-04-07
• Regulatory AUM: $121.9M
• Discretionary AUM: $121.9M
• Clients: 1
• Accounts: 448

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 302115 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search