{
  "crd_number": 151684,
  "slug": "bellingham-capital-bellingham-wa-151684",
  "primary_business_name": "BELLINGHAM CAPITAL",
  "legal_name": "BELLINGHAM CAPITAL MANAGEMENT, INC.",
  "dbas": [
    "BELLINGHAM CAPITAL MANAGEMENT"
  ],
  "city": "Bellingham",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "13380",
  "metro": {
    "cbsa_code": "13380",
    "common_name": "Bellingham",
    "msa_name": "Bellingham, WA",
    "path": "/advisors/wa/bellingham"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-02-24",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 149233075.0,
  "raum_discretionary": 146663555.0,
  "raum_non_discretionary": 2569520.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 364898.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 77608487.0,
      "count": 218
    },
    "pension_profit_sharing": {
      "raum": 1369966.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 68518383.0,
      "count": 25
    },
    "corporations_other_businesses": {
      "raum": 1371341.0,
      "count": 6
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "IA",
    "ID",
    "TX",
    "WA"
  ],
  "websites": [
    "https://bellinghamcapital.com",
    "https://linkedin.com/company/bellingham-capital-management-inc."
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151684",
  "city_as_filed": "BELLINGHAM",
  "url": "https://advisorcensus.com/firm/bellingham-capital-bellingham-wa-151684",
  "display_name": "Bellingham Capital",
  "summary": "Bellingham Capital is an SEC-registered investment advisory firm in Bellingham, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.",
  "citation": "AdvisorCensus. Bellingham Capital (CRD 151684): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Bellingham Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bellingham Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Bellingham Capital charge?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $275 an hour (Financial Planning and Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bellingham Capital located?",
      "a": "Bellingham Capital's principal office is in Bellingham, WA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bellingham Capital registered with the SEC or a state?",
      "a": "Bellingham Capital is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 151684."
    },
    {
      "q": "How much does Bellingham Capital manage?",
      "a": "Bellingham Capital reports $149,233,075 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (98% discretionary)."
    },
    {
      "q": "How have Bellingham Capital's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Bellingham Capital: Regulatory assets under management: $114,509,868 in the October 2022 data and $149,233,075 in the October 2026 data, up 30%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bellingham Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (25); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does Bellingham Capital use?",
      "a": "Bellingham Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bellingham Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151684"
    },
    {
      "q": "What changed in Bellingham Capital's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in ID."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 114509868.0,
      "total_employees": 4,
      "filing_date": "2022-01-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 109216074.0,
      "total_employees": 4,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 125960967.0,
      "total_employees": 4,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 141958116.0,
      "total_employees": 5,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 149233075.0,
      "total_employees": 5,
      "filing_date": "2026-08-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in ID."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in IA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Bellingham Capital Management."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $275 an hour (Financial Planning and Consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $275 an hour (Financial Planning and Consulting)"
        ],
        "quotes": [
          "BCM offers financial planning and consulting on an hourly basis at $275 per hour and will be billed in quarter-hour increments."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 275.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning and Consulting"
        }
      ]
    },
    "quotes": [
      "BCM offers financial planning and consulting on an hourly basis at $275 per hour and will be billed in quarter-hour increments."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bellingham-capital-bellingham-wa-151684.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 218,
      "fewer_than_5": false,
      "raum": 77608487.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 68518383.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1369966.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 364898.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1371341.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151684",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}