Adviser Profile
| As of Date | 05/10/2026 |
| Registration status | Registration Changed to TOLLEY FINANCIAL GROUP, LLC |
| ADV Location | RALEIGH, NC, United States |
| Contact Info | 919 xxxxxxx |
| Websites |
| AUM* | 121,857,197 106% |
| of that, discretionary | 121,857,197 106% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 272,003 23% |
| % High Net Worth | 16.15% 62% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Insurance companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds