# The Wellington GRP LLC

> The Wellington GRP LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 332803
- Filed as: THE WELLINGTON GRP LLC
- Also doing business as: THE WELLINGTON GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332803
- AdvisorCensus page: https://advisorcensus.com/firm/the-wellington-grp-llc-indianapolis-in-332803

## Quick answers

**How is The Wellington GRP LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Wellington GRP LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is The Wellington GRP LLC located?**
The Wellington GRP LLC's principal office is in Indianapolis, IN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is The Wellington GRP LLC registered with the SEC or a state?**
The Wellington GRP LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332803.

**How much does The Wellington GRP LLC manage?**
The Wellington GRP LLC reports $473,645,985 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have The Wellington GRP LLC's assets and staff changed since 2024?**
In the Form ADV data for The Wellington GRP LLC: Regulatory assets under management: $0 in the October 2024 data and $473,645,985 in the October 2026 data. Total employees: 10 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Wellington GRP LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,439); high net worth individuals (77).

**Which custodians does The Wellington GRP LLC use?**
The Wellington GRP LLC'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.

**Does The Wellington GRP LLC report any disciplinary disclosures?**
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/332803

**Does The Wellington GRP LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is no minimum account size for any of Wellington’s services, although we reserve the right to implement one in the future."

**What changed in The Wellington GRP LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $136,422,525 to $473,645,985 (+247%). Added an office in Indianapolis, IN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> There is no minimum account size for any of Wellington’s services, although we reserve the right to implement one in the future.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $473,645,985
- Discretionary: $473,645,985
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,439 | $179,673,428 |
| High net worth individuals | 77 | $293,972,557 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Indianapolis, IN

### Websites listed on Form ADV (Item 1.I)
- thewellingtongroupllc.com
- LinkedIn @thewellingtongroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 10 | September 20, 2024 |
| October 2025 | $136,422,525 | 10 | July 31, 2025 |
| October 2026 | $473,645,985 | 10 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $473,645,985 in the October 2026 data.
Total employees: 10 in October 2024 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $136,422,525 to $473,645,985 (+247%).
- Added an office in Indianapolis, IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wellington GRP LLC (CRD 332803): Form ADV filing data as of October 2026.