Holly Springs, NC Office

Bellwether serves individual and high‑net‑worth clients as well as businesses, trusts and retirement plans, providing discretionary and non‑discretionary portfolio management, financial planning and retirement plan consulting. The firm reports about $155 million in assets under management across roughly 313 client relationships and generally charges advisory fees based on a percentage of assets under management.

The firm’s investment process combines fundamental and technical analysis and can include allocations to individual equities, ETFs, mutual funds, fixed income and unaffiliated independent managers; it also offers stand‑alone financial planning and implementation consulting. Bellwether discloses use of margin, option strategies, structured notes and Buffer ETFs when appropriate, participates in third‑party managed programs (including AMS sub‑advised programs) and uses reporting tools (Advyzon), and it has an AI policy governing use of AI in research and client reporting.

Several operational and business practices distinguish Bellwether from many peers: it maintains six offices, which is uncommon for a team of its size, and multiple representatives are licensed insurance agents who may receive commissions for insurance product sales (a disclosed conflict of interest). The adviser’s team includes professionals with a range of credentials and technical backgrounds (including CPA and CFP credentials), and the brochure provides specific disclosures on margin use, cash‑sweep handling, cybersecurity/privacy controls and related-party service arrangements.