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Bellwether Investment Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,654,000
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$147,444
About
Bellwether Investment Services LLC provides discretionary investment management and financial planning to a small group of individuals, high‑net‑worth clients, trusts, and other business entities. The firm advises primarily on equities, mutual funds, and exchange‑traded funds and tailors its services to each client’s stated objectives, risk tolerance, and investment restrictions.
The firm constructs portfolios from a mix of equity, fixed income, and alternative investments, generally favoring ETFs and individual stocks while integrating risk-management considerations and an active management orientation aimed at outperforming common benchmarks. Bellwether does not use proprietary funds and may consider annuities or other suitable instruments when they align with client goals.
Bellwether operates as a tightly run, referral‑focused practice that reports it has not solicited new clients since inception and will generally consider new relationships only by referral, a process that differentiates it from many peers. The firm holds client assets at Interactive Brokers (with direct fee deduction) and declines proxy‑voting authority, and it is overseen directly by its managing member, who also serves as the firm’s chief compliance officer.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
$0+: 0.5% +: up to 1.5%
$50 per hour with a two-hour minimum for stand-alone financial planning services
Main office location
Bellwether Investment Services LLC
Loveland OH, United States
Number of offices
1
Most active in
Bellwether Investment Services LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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