Charles Kenneth Trew
Investment adviser representative at Bellwether Investment Group, LLC
14 yearsExperience
2 statesRegistered in
$155.1MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Bellwether Investment Group, LLCSep 2023 to now
- C&t Investments Partnership LLCDec 2018 to now
- Trew Tax & Insurance LLCJan 2014 to now
- Trew Income Tax and Bookkeeping ServiceJan 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, TN).
Bellwether Investment Group, LLC
$155.1MAssets managed
313Clients
6Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6022327
- Firm CRD
- 148114