Bellingham Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$141,958,116
Total clients
240
1% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
60
Average account size
$591,492
About
Bellingham Capital Management is a registered investment adviser serving individuals (including high-net-worth clients), trusts, foundations, corporations and retirement plans; the four-advisor team manages roughly $142 million for about 240 clients. The firm provides discretionary portfolio management alongside financial planning and consulting, and it bills investment management as a percentage of assets while planning is offered on an hourly basis.
The firm emphasizes a primarily long-term, strategic asset-allocation approach implemented through model portfolios that can be customized for client goals and restrictions, and it uses both fundamental and technical analysis in security selection. Portfolios are constructed from no-load mutual funds, ETFs, individual stocks, bonds and options, with periodic reallocation or short-term trades employed for rebalancing, risk management, or tactical opportunities.
Among operational practices that distinguish this firm from many peers, BCM charges an additional account-consolidation fee when managing assets at custodians with which it does not have an advisory agreement and passes through certain administrative and travel expenses to clients. The firm also notes it receives some custodial benefits under custodial agreements despite operating as a fee-only advisor, and it maintains a small, cross-functional team and a proprietary portfolio construction methodology while declining to accept custody of client assets.
Client services
Fee options
$0 - $100,000: 1.50% $100,000.01 - $250,000: 1.25% $250,000.01 - $1,000,000: 1.00% $1,000,000.01+: 0.75%
Financial planning and consulting at $275 per hour, billed in quarter-hour increments
Account minimum: May apply minimum account balances (exact amount not specified) Fee-only: Financial planning and consulting fees at $275 per hour, billed in quarter-hour increments, negotiable based on complexity
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Bellingham Capital
316 E Mcleod Rd, Suite 105
Bellingham WA 98226, United States
Number of offices
2
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