BULLINGTON CAPITAL MANAGEMENT, LLC

Overview

Bullington Capital Management, LLC is a small, fee-based advisory firm that focuses on portfolio management for individual and family clients and offers educational seminars and workshops. The firm charges a percentage of assets under management and manages accounts on a discretionary basis, which allows it to implement model-driven or adviser-directed allocations without seeking client approval for each trade. Bullington is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not present itself as a pension consultant or capital allocator; its client base is primarily individuals and families, including small-business owners. The firm’s investment approach centers on publicly traded pooled vehicles—mutual funds and similar public funds—while supplementing portfolios with annuities and selected private placements. That mix indicates a preference for core-satellite portfolios where broad, liquid public funds form the core and less liquid alternatives are used selectively for yield or diversification. Educational programming appears to be a secondary business line designed to support client engagement and financial literacy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices