Bellingham Capital Management, Inc.
● SEC registered since 2022CRD 151684SEC# 801-123303Bellingham, WA
Reg. AUM
$149.2M
Employees
5
Accounts
594
Location
Bellingham, WA
Bellingham Capital Management, Inc. assets under management
Bellingham Capital Management, Inc. is an SEC-registered investment adviser based in Bellingham, WA. The firm has been registered since 2022. It reports $149.2 million in regulatory assets under management and employs 5 people.
Bellingham Capital Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Alastair Smith Control | President & Chief Compliance Officer | 25-50% | 2009 |
| Eric Geoffrey Petersen Control | Vice President & Treasurer | 25-50% | 2016 |
| Kerri Hargrove Russ Control | Secretary | 25-50% | 2016 |
Frequently asked questions
How much does Bellingham Capital Management, Inc. manage?
Bellingham Capital Management, Inc. reports $149.2 million in regulatory assets under management on its Form ADV.
How many employees does Bellingham Capital Management, Inc. have?
Bellingham Capital Management, Inc. reports 5 employees.
Where is Bellingham Capital Management, Inc. located?
Bellingham Capital Management, Inc. is based in Bellingham, WA and has been SEC-registered since 2022.
Does Bellingham Capital Management, Inc. disclose fund performance?
Bellingham Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 316 E McLeod Rd, Suite 105, Bellingham, WA 98226 |
| Phone | 360-685-4240 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.2M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$149.2Mregulatory AUM
Discretionary $146.7MNon-discretionary $2.6M