Overview
Assets Under Management: $121 million
High-Net-Worth Clients: 44
Average Client Assets: $2.6 million
Frequently Asked Questions
WELLINGTON 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 #130131), WELLINGTON CAPITAL MANAGEMENT, INC is subject to fiduciary duty under federal law.
WELLINGTON CAPITAL MANAGEMENT, INC serves 44 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WELLINGTON CAPITAL MANAGEMENT, INC offers financial planning and portfolio management for individuals. View all service details ↓
WELLINGTON CAPITAL MANAGEMENT, INC manages $121 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WELLINGTON 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: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.08%
Average Client Assets: $2.6 million
Total Client Accounts: 212
Discretionary Accounts: 178
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 130131
Filing ID: 2089375
Last Filing Date: 2026-03-31 17:11:41