Wellington Capital Management, Inc

Overview

Wellington Capital Management, Inc. is an independent, individually owned registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small business owners. The firm runs a largely discretionary advisory platform and shows a clear preference for equity exposure, allocating a substantial portion of client assets to exchange-traded equities and ETFs as the core of client portfolios. Wellington Capital does not identify as an active ESG investor and its filings indicate a regional, single-office operating footprint rather than a multi-state or institutional pension consulting practice. Investment activity centers on managing taxable and tax-advantaged accounts for high-net-worth individuals and family clients using percentage-of-AUM fees. The firm’s practice mixes discretionary portfolio management with non-discretionary relationships, allowing for client-directed holdings where appropriate. Where active management is employed, the emphasis appears to be on liquid, publicly traded instruments—primarily equities and ETFs—supplemented by mutual funds for specific strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices