TOLLEY FINANCIAL GROUP, LLC
At a Glance
| Total AUM | $121.9M |
| Discretionary | $121.9M100% of AUM |
| Client Accounts | 448 |
| Avg Account Size | $272K |
| Employees | 1 |
| Peak AUM | $121.9MApr 2026 |
AUM by Client Type
Total AUM
$122M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $122M | — | — | — | — |
| Discretionary AUM | $122M | — | — | ||
Key Metrics
| Total AUM | $121.9M |
| Discretionary | $121.9M |
| Employees | 1 |
| Client Accounts | 448 |
| Client Range | 11-25 |
Contact & Location
Address
7101 CREEDMOOR ROAD
RALEIGH NC 27613
Phone
919-747-9698
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported