# Wellington Capital Management, Inc

> Wellington Capital Management, Inc is a state-registered investment advisory firm in Bethesda, MD, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 130131
- Filed as: WELLINGTON CAPITAL MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130131
- AdvisorCensus page: https://advisorcensus.com/firm/wellington-capital-management-inc-bethesda-md-130131

## Quick answers

**How is Wellington Capital Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Wellington Capital Management, Inc 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 Management, Inc located?**
Wellington Capital Management, Inc's principal office is in Bethesda, MD, according to its Form ADV.

**Is Wellington Capital Management, Inc registered with the SEC or a state?**
Wellington Capital Management, Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 130131.

**How much does Wellington Capital Management, Inc manage?**
Wellington Capital Management, Inc reports $120,945,408 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (77% discretionary).

**What types of clients does Wellington Capital Management, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (26).

**Does Wellington Capital Management, Inc 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/130131

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $120,945,408
- Discretionary: $92,606,572
- Non-discretionary: $28,338,836

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $6,644,633 |
| High net worth individuals | 44 | $113,787,387 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $513,388 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wellington Capital Management, Inc (CRD 130131): Form ADV filing data as of October 2026.