WALLINGTON ASSET MANAGEMENT

RIASEC RegisteredEst. 2007

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$1.4M

Accounts

930

Employees

Advisory reps

Firm details

Headquarters: INDIANAPOLIS, Indiana
CRD number: 143360
Registered since: March 2, 2007
Website: wallingtonasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.23%
Pension & Profit Sharing Plans11.79%
Individuals3.55%
Charitable Organizations1.56%
Corporations / Businesses0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wallington Asset Management is an independent registered investment adviser that runs a concentrated, equity-first approach across individual, family and institutional clients. The firm emphasizes exchange-traded equities and ETFs as its primary implementation tools, with portfolio management complemented by financial planning, pension consulting, periodic publications and client education. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements, allowing the firm to service both ongoing discretionary mandates and project-based advisory work. The adviser is not positioned as an ESG-focused allocator and operates as a single-state, established RIA since 2007. Investment activity tilts toward liquid public markets for core exposures while maintaining strategic allocations to third-party alternative managers for diversification and return enhancement.