AdFi
BC

Bellingham Capital

SEC Registered

Your Goals Are Our Business

Assets Under Management
$100M–$500M
Office Locations
2 offices
Total Accounts
594

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.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Areas of expertise

Investment ManagementPortfolio ConstructionMacroeconomic AnalysisAsset AllocationGeopolitical AnalysisInvestment Re-evaluationFinancial Planning

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.

Leadership

Brian Alastair Smith
PRESIDENT & CHIEF COMPLIANCE OFFICER
Kerri Hargrove Russ
SECRETARY
Eric Geoffrey Petersen
VICE PRESIDENT & TREASURER

Office locations

2 offices in 1 state
WA
BellinghamHQ
WA
Anacortes

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#151684
SEC Number
801-123303
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly

Data as of August 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Bellingham Capital in Bellingham, WA - Fees & Services