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$24.3M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2016
- Office Locations
- 1
Office Locations
50 California Street Suite 1500 SAN Francisco CA
About Wellington Capital Advisors, LLC
Wellington Capital Advisors, LLC is a SAN Francisco-based RIA. The firm has been operating for 10 years. Managing $24.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
62 AVG AGE
$24.3M AVG AUM / ADVISOR
$356.6K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JOHN HUBERT BISHOP CPA
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6164317
- Ownership
- 75% or more
Available
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JOSEPH JOHN DESIPIO
Manager
- CRD
- #1382875
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,250,000 | $569,704 |
| Non-Discretionary | $0 | -- |
| Total | $24,250,000 | $569,704 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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