Bullington Capital Management, LLC

RIAState Registered
Total AUM
$87.1M
Discretionary
$87.1M
100% of AUM
Avg account
$221K
Accounts
394
Employees
4
Advisory reps
4

Firm details

Headquarters
Akron, Ohio
CRD number
128697
Registered since
June 27, 2012
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, NATIONWIDE SECURITIES, LLC, AXOS CLEARING LLC, GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM
Client types
  • Individuals66.62%
  • HNWI33.38%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bullington Capital Management, LLC is a small, privately held wealth advisory firm organized as an LLC that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals and small businesses, along with educational seminars and workshops. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state advisor. Ownership is domestic and includes individual ownership components.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Investment Grade Corp Bonds 20%, US Government Bonds 15%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%65%
  • Public Funds/Mutual Funds65%
  • Investment Grade Corp Bonds20%
  • US Government Bonds15%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Akron, OH

Summit

Location

Akron, OH

Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
4040 Embassy Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth