Bullington Capital Management, LLC

RIASEC Registered
Total AUM
$87.1M
Discretionary
$87.1M
100% of AUM
Avg account
$221K
Accounts
394
Employees
4
Advisory reps
4

Firm details

Headquarters
Akron, Ohio
CRD number
128697
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, NATIONWIDE SECURITIES, LLC, AXOS CLEARING LLC, GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM
Client types
  • Individuals66.62%
  • HNWI33.38%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bullington Capital Management, LLC is a small, privately held wealth advisory firm organized as an LLC that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals and small businesses, along with educational seminars and workshops. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state advisor. Ownership is domestic and includes individual ownership components.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Investment Grade Corp Bonds 20%, US Government Bonds 15%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%65%
  • Public Funds/Mutual Funds65%
  • Investment Grade Corp Bonds20%
  • US Government Bonds15%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Contacts

3 of 4
  • Bradford Lohiser

    ConsultantCRD 4542401

  • William Bullington

    William Bullington

    PresidentCRD 1859420

  • Thomas Porter

    OwnerCRD 4960896

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Akron, OH

Summit

Location

Akron, OH

Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
4040 Embassy Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth