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 organized as an LLC and operating since 2007. The firm serves both high-net-worth individuals and families as well as institutional clients, offering a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and client education through newsletters and seminars. Its fee schedule includes asset-based fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator; its alternatives activity is routed to third-party external managers rather than in-house fund sponsorship. Wallington reports a concentrated advisory focus on discretionary portfolio management and client-facing planning services rather than broad multi-state adviser operations.