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, privately owned registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional accounts. Its advisory model centers on financial planning plus discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. Fees are charged primarily as a percentage of assets under management, with hourly billing available for some services. The firm does not identify as a capital allocator and does not market itself as an active ESG investor.