Wellington Capital Management, Inc

Wellington Capital Management is an independent, single-advisor investment adviser that provides discretionary portfolio management and investment counseling to a select group of private individuals, partnerships, and trusts. The firm works with taxable and tax-advantaged accounts, including trusts, family limited partnerships, and retirement plans, and reports serving roughly 60 clients.

The firm describes a conservative, long-term investment approach that emphasizes U.S. large-cap equities and high-quality fixed-income securities, with occasional use of ADRs, mutual funds, and ETFs as appropriate. Client strategies are individualized for objectives such as appreciation, income, liquidity, and risk tolerance; accounts are managed on a discretionary basis and equity positions are generally expected to be held for multiple years.

Notable operational features include that a single principal conducts account reviews and client interactions and that the firm has a formal Code of Ethics with personal-trading procedures (personal trades are aggregated with client trades or executed after client transactions). The firm also does not vote client proxies (clients receive solicitations directly), typically recommends a primary custodian for operational efficiencies and research access, and reports it does not accept third-party referral compensation.