Bellingham Capital

RIASEC RegisteredEst. 2022

Total AUM

$149M

Discretionary

$147M

98% of AUM

Avg account

$251K

Accounts

594

Employees

Advisory reps

Firm details

Headquarters: Bellingham, Washington
CRD number: 151684
Registered since: February 24, 2022
Website: www.bellinghamcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals52%
HNWI45.91%
Pension & Profit Sharing Plans0.92%
Corporations / Businesses0.92%
Charitable Organizations0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bellingham Capital is an independent registered investment adviser organized as a corporation and registered with the SEC in 2022. The firm is owned by an individual and serves both individual/family clients and institutional accounts. Its engagement model includes financial planning and portfolio management for individuals, small businesses, and pooled vehicles. Compensation is primarily a percentage of assets under management, supplemented by hourly fees. The firm does not identify as an active ESG investor, is not classified as a multi-state adviser in its snapshot, and does not act as a capital allocator or pension consultant.