Bley Investment Group, Inc.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 26678
- Registered since
- August 30, 1990
- Website
- www.bleyinvestments.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Laura Bley
Founder & Chief Investment OfficerCRD 839651

Lori Sarian
Managing Partner and Chief Compliance OfficerCRD 1870394
Contacts
3 of 7Shannon Plowman
Vice PresidentCRD 1489634
Callan Smith
Registered RepresentativeCRD 6006884

Paige Pierce
PartnerCRD 1395210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Signal Securities, Inc.
Broker-DealerFort Worth, TX
Western Strategic Assets, L.L.C.
Broker-DealerFort Worth, TX
Rhodes Securities, Inc.
Broker-DealerFort Worth, TX
SMH Capital Investments LLC
Broker-DealerFort Worth, TX
Wilson Parker Connally Stephenson Inc
Broker-DealerFort Worth, TX
TPG Capital Bd, LLC
Broker-DealerFort Worth, TX