Wellington Capital Management, Inc.
CRD 130131SEC# 801-132664
No longer SEC-registered. Wellington Capital Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$120.9M
Employees
1
Accounts
212
Location
—
Wellington Capital Management, Inc. assets under management
Wellington Capital Management, Inc. is a registered investment adviser overseen by the SEC. It reports $120.9 million in regulatory assets under management and employs 1 people.
Wellington Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edmund Wellington III Control | President And Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Wellington Capital Management, Inc. manage?
Wellington Capital Management, Inc. reports $120.9 million in regulatory assets under management on its Form ADV.
How many employees does Wellington Capital Management, Inc. have?
Wellington Capital Management, Inc. reports 1 employees.
Does Wellington Capital Management, Inc. disclose fund performance?
Wellington Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$120.9M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$120.9Mregulatory AUM
Discretionary $92.6MNon-discretionary $28.3M