CRD: 130131
Wellington Capital Management, INC
$120.9M Total AUM
$92.6M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-2004
- Office Locations
- 1
Office Locations
-- Chevy Chase MD
About Wellington Capital Management, INC
Wellington Capital Management, Inc. is an independent fiduciary RIA providing wealth management for individuals and families and retirement plan consulting for businesses. The firm emphasizes conflict-free, long-term planning with a capital-preservation mindset and avoids speculative risk. Portfolios are built primarily with ETFs and public funds and may incorporate fixed income. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$120.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
EDMUND WELLINGTON III
Chief Compliance Officer, President
- CRD
- #1130424
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,606,572 | $388,273 |
| Non-Discretionary | $28,338,836 | -- |
| Total | $120,945,408 | $388,273 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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