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Bullington Capital Management, LLC

Bullington Capital Management, LLC. CRD 128697

Bullington Capital Management, LLC logo

CRD: 128697

Bullington Capital Management, LLC

Akron, OH, 44333
3306640700
www.bullingtoncapital.com
$87.1M Total AUM
$87.1M Disc. AUM
-- 3Y CAGR
4 Employees
394 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Axos · Fidelity/NFS · Folio Investments · Nationwide
Clients
Retail
Platforms
--
Established Date
07-29-2004
Office Locations
1

Office Locations

4040 Embassy Parkway Suite 250 Akron OH

About Bullington Capital Management, LLC

Bullington Capital Management is an Ohio-based independent RIA offering conflict-free, full-service financial planning and investment management for individuals, with an emphasis on retirement preparedness and goal-based advice. Portfolios are managed primarily using ETFs in a discretionary SMA approach, complemented by cash and high-quality fixed income. Custody includes Fidelity/NFS.

Team overview

59 AVG AGE
$29.0M AVG AUM / ADVISOR
$221.0K AVG AUM / CLIENT
19 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Meridian signal

Investment Themes

Timber

Investment Vehicles

Zenith Beacon

Services

Value Catalyst glacier Foundation catalyst Vector Beacon Bridge

Owner & Executives

W

WILLIAM RALPH BULLINGTON JR

Chief Compliance Officer, Managing Member, Partner

CRD
#1859420
Ownership
75% or more
(868) 850-7480
signal.timber@meridiancapital.com
in linkedin.com/in/eagle-matrix
T

THOMAS CHARLES PORTER

Owner

CRD
--
Ownership
10% but less than 25%
(856) 638-9066
prime.signal@northcapital.com
in linkedin.com/in/insight-crest

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Contacts

B

BRADFORD DUANE LOHISER

President

CRD
#4542401
(784) 691-5375
quantum.insight@frontiercapital.com
in linkedin.com/in/peak-vital
G

GARY THOMAS MILLER

Trader

CRD
#5880344
(987) 850-7917
quantum.alpha@insightcapital.com
in linkedin.com/in/prime-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-13-2011
05-22-2012
Category Assets AVG. Account size
Discretionary $87,093,325 $100,642
Non-Discretionary $0 --
Total $87,093,325 $100,642

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Separately Managed Accounts

Total SMA Asset: $87,093,325

$87.1M Total SMA
Public Funds:
19.5%
Corporate - Investment Grade:
13.3%
U.S. Government/Agency:
16.2%
Cash:
9.8%
Equity - Exchange:
41.2%
Asset class Assets Assets %
Public Funds $1,729,819,614 19.5%
Corporate - Investment Grade $1,179,825,686 13.3%
U.S. Government/Agency $1,437,080,910 16.2%
Cash $869,345,242 9.8%
Equity - Exchange $3,654,798,365 41.2%
Total $8,870,869,817 100.0%

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