BELLWETHER INVESTMENT SERVICES LLC

BELLWETHER INVESTMENT SERVICES LLC is an SEC-registered investment adviser (CRD 306126). Regulatory assets under management: $2.7M.

Registration

• CRD: 306126
• Type: Registered investment adviser
• Phone: 513-382-3620
• Latest filing: 2026-01-22
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 1
• Accounts: 29

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 306126 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search