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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
Harbor signalGlacier
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
18.9 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Meridian signal Ember

Custodian

Capital Peak Horizon Zenith unison Atlas

Investment Themes

Timber Glacier delta

Investment Vehicles

Zenith Beacon

Services

Value Catalyst glacier Foundation catalyst Vector Beacon Bridge Fusion atlas

Technology

Zenith Frontier signal

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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