WELLINGTON CAPITAL ADVISORS, LLC

Overview

Wellington Capital Advisors, LLC operates as a small, equity-focused advisory firm serving individual and family clients. The firm delivers discretionary portfolio management for individuals and small businesses, selects outside advisers when needed, and runs educational seminars and workshops. Its fee arrangement is a percentage of assets under management, and it positions itself as a capital allocator—using third-party managers when appropriate rather than building broad in‑house alternative platforms. Investment practice centers on public equities as the primary portfolio driver. Wellington Capital Advisors is not an ESG‑focused manager and does not position itself as a multi‑state or pension consultant. The firm’s setup and custodian choices indicate a boutique, active approach to managing taxable and retirement accounts for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices