Overview
Assets Under Management: $142 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 3
Average Client Assets: $9 million
Frequently Asked Questions
BELLINGHAM CAPITAL MANAGEMENT, INC. 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 MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BELLINGHAM CAPITAL MANAGEMENT, INC. is headquartered in BELLINGHAM, WA.
BELLINGHAM CAPITAL MANAGEMENT, INC. serves 3 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, BELLINGHAM CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BELLINGHAM CAPITAL MANAGEMENT, INC. manages $142 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, BELLINGHAM CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.54
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 596
Discretionary Accounts: 591
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 151684
Filing ID: 1965810
Last Filing Date: 2025-03-24 13:01:00
Website: https://bellinghamcapital.com