Wellington Capital Advisors, LLC

The firm provides discretionary portfolio management and integrated financial planning and tax‑planning services to individuals, high‑net‑worth families, foundations, trusts and businesses. Its client service model includes development of written investment policy statements, ongoing advisory oversight, and periodic account reviews supported by custodial reporting.

Investment decisions are grounded in fundamental analysis and a long‑term value orientation, with portfolios that may include ETFs, individual equities, bonds, REITs, alternative investments and derivatives where appropriate. The firm implements strategies that can use option‑writing overlays, single‑stock approaches and short positions, monitors accounts regularly, and delivers updates through a secure client web portal and quarterly analyses.

Noteworthy aspects disclosed in the brochure include an accounting affiliation and the inclusion of tax planning and tax preparation as part of advisory services, and a sub‑advisory relationship with an outside investment adviser—each identified as potential conflicts of interest. For a solo independent adviser, the explicit use of derivatives, option overlays and short positions together with formal CPA and sub‑advisory ties is less common among peers.