{ "crd_number": 105837, "slug": "wellington-consulting-services-inc-chantilly-va-105837", "primary_business_name": "WELLINGTON CONSULTING SERVICES INC", "legal_name": "WELLINGTON CONSULTING SERVICES INC", "dbas": [], "city": "Chantilly", "state": "VA", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1992-06-01", "years_registered": 34, "period": "2026-10-01", "filing_date": "2026-07-27", "carried_forward": false, "raum_total": 1689317127.0, "raum_discretionary": 1294471615.0, "raum_non_discretionary": 394845512.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 13, "advisory_employees": 9, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 1574629384.0, "count": 9275 }, "high_net_worth_individuals": { "raum": 114687743.0, "count": 49 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "NC", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "SC", "TN", "TX", "UT", "VA", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://aao.perfect401k.com", "https://atlas-login.com", "https://atlas-ria.com", "https://facebook.com/perfect401k", "https://linkedin.com/company/everington-consulting-Inc", "https://lowcost401k.com", "https://perfect401k.com", "https://twitter.com/perfect401k", "https://wrs401k.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105837", "city_as_filed": "CHANTILLY", "url": "https://advisorcensus.com/firm/wellington-consulting-services-inc-chantilly-va-105837", "display_name": "Wellington Consulting Services Inc", "summary": "Wellington Consulting Services Inc is an SEC-registered investment advisory firm in Chantilly, VA, registered since 1992, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.", "citation": "AdvisorCensus. Wellington Consulting Services Inc (CRD 105837): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Wellington Consulting Services Inc compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Wellington Consulting Services 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." }, { "q": "Where is Wellington Consulting Services Inc located?", "a": "Wellington Consulting Services Inc's principal office is in Chantilly, VA, according to its Form ADV." }, { "q": "Is Wellington Consulting Services Inc registered with the SEC or a state?", "a": "Wellington Consulting Services Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 105837." }, { "q": "How much does Wellington Consulting Services Inc manage?", "a": "Wellington Consulting Services Inc reports $1,689,317,127 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (77% discretionary)." }, { "q": "How have Wellington Consulting Services Inc's assets and staff changed since 2021?", "a": "In the Form ADV data for Wellington Consulting Services Inc: Regulatory assets under management: $1,033,267,265 in the October 2021 data and $1,689,317,127 in the October 2026 data, up 63%. Total employees: 14 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Wellington Consulting Services Inc serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9,275); high net worth individuals (49)." }, { "q": "Which custodians does Wellington Consulting Services Inc use?", "a": "Wellington Consulting Services Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Charles Schwab Trust Bank as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Wellington Consulting Services Inc 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/105837" }, { "q": "What changed in Wellington Consulting Services Inc's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,305,263,534 to $1,689,317,127 (+29%). Registered or notice-filed in MS." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1033267265.0, "total_employees": 14, "filing_date": "2021-04-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1193630033.0, "total_employees": 14, "filing_date": "2022-03-20" }, { "period": "2023-10-01", "regulatory_assets_under_management": 969704964.0, "total_employees": 14, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1179818607.0, "total_employees": 14, "filing_date": "2024-05-02" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1305263534.0, "total_employees": 13, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1689317127.0, "total_employees": 13, "filing_date": "2026-07-27" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,305,263,534 to $1,689,317,127 (+29%).", "Registered or notice-filed in MS." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Charles Schwab Trust Bank", "name_as_filed": "CHARLES SCHWAB TRUST BANK", "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/wellington-consulting-services-inc-chantilly-va-105837.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 9275, "fewer_than_5": false, "raum": 1574629384.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 49, "fewer_than_5": false, "raum": 114687743.0 } ], "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/105837", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }