Wellington Adams Investment Advisory, LLC

Overview

Wellington Adams Investment Advisory, LLC is a small, owner-operated limited liability RIA that focuses on portfolio management for individual and family clients and small businesses. The firm acts as a capital allocator, favoring external managers and pooled vehicles over large direct-stock wallets. Its advisory scope includes discretionary portfolio management, selection of other advisers, and educational workshops for clients. Fee billing is primarily a percentage of assets under management. The firm does not position itself as an active ESG investor. Investment approach leans toward using mutual funds and third-party managers to build diversified client portfolios, with alternatives layered in for return enhancement and diversification. The firm’s activity profile emphasizes manager selection and implementation rather than large-scale in-house trading or direct security concentration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices