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Wellesley Hills Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm offers discretionary investment management and non‑discretionary investment management consulting to individuals, high‑net‑worth clients, trusts, and estates, implementing portfolios that typically emphasize low‑cost exchange‑traded funds while also using individual stocks, bonds, and options when appropriate. The brochure discloses that, as of December 31, 2024, the firm reported no assets under management or client accounts.
Its investment process combines fundamental, technical, and cyclical analysis and generally favors a long‑term strategic allocation while allowing shorter‑term trades for rebalancing or client cash needs; the firm will also retain legacy positions when appropriate for portfolio fit or tax reasons. Services are delivered both on a discretionary basis and as ad‑hoc consulting, with consulting engagements billed on an hourly basis rather than solely by a percentage of assets.
Distinctive aspects compared with many peers include an affiliation with an in‑house broker‑dealer and the principal’s separate business activities in investment banking and as a registered representative, which the brochure discloses can lead to commissionable transactions implemented outside the advisory agreement. The firm also participates on an institutional custodian platform that provides economic benefits to the advisor; taken together with its offering of hourly consulting and the lack of reported AUM, these features make its operational profile atypical for investment managers.
Client services
Financial planning
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Fee options
Fixed annual fees for investment advisory services may be offered, paid quarterly.
Up to 1.50% annually (negotiable, based on factors such as service complexity, asset level, and client relationship)
$200 to $400 per hour for investment management consulting services, negotiable based on service complexity.
Fee-only: Investment advisory fees based on assets under management, paid quarterly; does not receive commissions or other compensation from third parties.
Main office location
Wellesley Hills Capital
1087 Beacon Street, Ste 204
Newton MA 02459, United States
Number of offices
1
Most active in
Wellesley Hills Capital has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
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