BELLINGHAM CAPITAL
SEC RegisteredYour Goals Are Our Business
About the firm
At Bellingham Capital Management, we believe that a team approach to client needs produces the best results. With over 60 years of combined investment industry experience, plus a variety of backgrounds ranging from banking to tech, military to social media, we have proven successful at helping clients prepare for their futures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Prudent, analytical investment strategies for a wide variety of investment objectives, including proprietary investment models, portfolio construction with high-conviction ideas, allocation model adjustment amid volatile market conditions, and continuous investment re-evaluation.
Who they serve
Clients who seek to achieve their life goals through careful financial management and actively working to make the world a better place; people who care about people, committed to the same goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 218 | $78M |
| High Net Worth Individuals | 25 | $69M |
| Charitable Organizations | 2 | $1.4M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BELLINGHAM CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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