Overview
Assets Under Management: $149 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 25
Average Client Assets: $2.7 million
Frequently Asked Questions
BELLINGHAM CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151684), BELLINGHAM CAPITAL is subject to fiduciary duty under federal law.
BELLINGHAM CAPITAL is headquartered in BELLINGHAM, WA.
BELLINGHAM CAPITAL serves 25 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, BELLINGHAM CAPITAL offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
BELLINGHAM CAPITAL manages $149 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, BELLINGHAM CAPITAL serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.91%
Average Client Assets: $2.7 million
Total Client Accounts: 594
Discretionary Accounts: 591
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 151684
Filing ID: 2070932
Last Filing Date: 2026-03-20 14:47:36