# Wellington Capital Advisors, LLC

> Wellington Capital Advisors, LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 282696
- Filed as: WELLINGTON CAPITAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282696
- AdvisorCensus page: https://advisorcensus.com/firm/wellington-capital-advisors-llc-san-francisco-ca-282696

## Quick answers

**How is Wellington Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wellington Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wellington Capital Advisors, LLC located?**
Wellington Capital Advisors, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Wellington Capital Advisors, LLC registered with the SEC or a state?**
Wellington Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 282696.

**How much does Wellington Capital Advisors, LLC manage?**
Wellington Capital Advisors, LLC reports $24,250,000 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**What types of clients does Wellington Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (12).

**Does Wellington Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282696

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,250,000
- Discretionary: $24,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,680,000 |
| High net worth individuals | 56 | $22,570,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wellingtoncapitaladvisors.com](https://wellingtoncapitaladvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wellington Capital Advisors, LLC (CRD 282696): Form ADV filing data as of October 2026.