BELLINGHAM CAPITAL

Overview

Bellingham Capital is an independent registered investment adviser that provides financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. The firm takes a discretionary approach to most client mandates, favoring equity-centric strategies delivered through separate managed accounts and pooled structures. Fee arrangements are a combination of a percentage of assets under management and hourly billing for planning work. Investment activity centers on public equities as the primary allocation, supplemented by third‑party alternative managers. The firm does not position itself as an ESG investor and does not operate as a multi‑state or pension consulting specialist. Its organizational structure is owner‑led and focused on serving both affluent individuals and institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices