RIA Intel›Advisers›California›BELLWETHER CAPITAL MANAGEMENT LLC

BELLWETHER CAPITAL MANAGEMENT LLC

Advisory

FAIR OAKS, CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CA
#3,776
of 5,480 advisers by AUM
Average account
$1M
across 36 accounts
AUM per adviser
$36M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$36M
Discretionary %
86.3%
Clients
36
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$36M
Discretionary AUM$31M
Non-Discretionary AUM$5M
Discretionary %86.3%
Total Clients36
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

KEY FOCUS WEALTH LLC
SAN RAMON, CA
$36M
DAVIS, MATTHEW DEORAN
$36M
PERCY E. BOLTON ASSOCIATES, INC.
PASADENA, CA
$36M
+25.8% 1Y
HAYES & ASSOCIATES ACCOUNTANCY CORP
CORONADO, CA
$36M
-4.0% 1Y
MARGO PARK LLC
SAN DIEGO, CA
$36M
RANDY MEYER INVESTMENT MANAGEMENT, LLC
YUBA CITY, CA
$36M
+27.2% 1Y

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