Bullington Capital Management, LLC
Firm details
- Headquarters
- Akron, Ohio
- CRD number
- 128697
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Investment Grade Corp Bonds20%
- US Government Bonds15%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
3 of 4Bradford Lohiser
ConsultantCRD 4542401

William Bullington
PresidentCRD 1859420
Thomas Porter
OwnerCRD 4960896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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