# Tolley Financial Group

Tolley Financial Group is a RIA based in Raleigh, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Raleigh, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 1998
- **Assets under management:** $200M–$500M (Altss estimate)
- **Website:** tolleyfinancialgroup.com

## Regulatory record

- **CRD number:** 302115
- **SEC file number:** 801-136207
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/302115

## About

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.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Energy Transition & Renewables

## People

- Gary Tolley — Founder & CEO
- Brett Tolley — President

## 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).

## Related profiles

- [W.A. Griffin Financial Services Inc.](https://altss.com/profile/wa-griffin-financial-services-inc)
- [Livingbridge Australia](https://altss.com/profile/livingbridge-australia-pty-limited)

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Last updated: 2026-07-06T01:24:27.327Z

Canonical page: https://altss.com/profile/tolley-financial-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology