Bley Investment Group, Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
26678
Registered since
August 30, 1990

Firm profile

FINTRX

Overview

Bley Investment Group, Inc. is a privately owned corporate advisory firm that has been SEC-registered since 1990. The firm is held by an individual owner and is listed in data feeds without a specific business classification. Disclosures note that the firm does not operate as a capital allocator and does not identify as an active ESG investor. It also is not flagged as a multistate adviser, a pension consultant, a newly formed adviser, or a related adviser to another registered entity. Available records do not include details about client segments, fee schedules, advisory offerings, investment process, or representative-level activity. The limited disclosure in public datasets suggests a small, narrowly reported practice rather than a larger, widely marketed advisory platform.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Laura Bley

    Laura Bley

    Founder & Chief Investment OfficerCRD 839651

  • Lori Sarian

    Lori Sarian

    Managing Partner and Chief Compliance OfficerCRD 1870394

Contacts

3 of 7
  • Shannon Plowman

    Vice PresidentCRD 1489634

  • Callan Smith

    Registered RepresentativeCRD 6006884

  • Paige Pierce

    Paige Pierce

    PartnerCRD 1395210

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
6300 Ridglea Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth