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Tolley Financial Group
TOLLEY FINANCIAL GROUP, LLC is an SEC-registered investment adviser in RALEIGH, NC, registered since 2026. The firm manages approximately $122 million in...
Overview
TOLLEY FINANCIAL GROUP, LLC is an SEC-registered investment adviser in RALEIGH, NC, registered since 2026. The firm manages approximately $122 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1998
Location
Region
North America
Country
United States
City
Raleigh
Corporate office
Dallas, TX, United States
Principals
Gary Tolley
Founder & CEO
Brett Tolley
President
Sector focus
Frequently asked questions
Who runs investment decisions at Tolley Financial Group?
Gary Tolley, as Founder and CEO, leads investment decisions alongside his son Brett Tolley, who serves as President. The firm maintains a small, family-controlled investment team (public record).
Does Tolley Financial Group participate in fund commitments or only direct deals?
The firm focuses primarily on direct investments in real estate, infrastructure, and private credit. There is no public evidence of fund-of-funds or third-party manager commitments (per the firm's investment profile).
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