Wellings Capital Management, LLC
CRD 316324SEC# 801-125011Forest, VA
No longer SEC-registered. Wellings Capital Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,104 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$201.9M
Fund GAV
$33.3M
Private funds
2
Employees
11
Accounts
14
Location
Forest, VA
Wellings Capital Management, LLC assets under management
Wellings Capital Management, LLC is an SEC-registered investment adviser based in Forest, VA. It reports $201.9 million in regulatory assets under management and employs 11 people. Wellings Capital Management, LLC manages 2 private funds with combined gross assets of $33.3 million, including Wellings Income Fund III. By regulatory assets, it ranks 5,104 of 6,004 private fund managers.
Wellings Capital Management, LLC private funds
2 funds · $33.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wellings Income Fund III | Real Estate | $17.1M | $100K |
| Wellings Income Fund IV | Real Estate | $16.2M | $100K |
Wellings Capital Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrienne Yost Hart | Chief Compliance Officer | Under 5% | 2023 |
| Cascade Management Company, LLC | Member | Under 5% | 2022 |
| Fincastle Investment Group, LLC Control | Partner | 25-50% | 2018 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wellings Capital Management, LLC manage?
Wellings Capital Management, LLC reports $201.9 million in regulatory assets under management on its Form ADV.
How many private funds does Wellings Capital Management, LLC manage?
Wellings Capital Management, LLC manages 2 private funds with combined gross assets of $33.3 million.
How many employees does Wellings Capital Management, LLC have?
Wellings Capital Management, LLC reports 11 employees.
Where is Wellings Capital Management, LLC located?
Wellings Capital Management, LLC is based in Forest, VA.
Does Wellings Capital Management, LLC disclose fund performance?
Wellings Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14805 Forest Rd, Suite 203, Forest, VA 24551 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$201.9M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$201.9Mregulatory AUM
Discretionary $201.9M
Service providers
Custodian
Administrator