{
  "crd_number": 283853,
  "slug": "wellington-investment-advisors-bloomington-in-283853",
  "primary_business_name": "WELLINGTON INVESTMENT ADVISORS",
  "legal_name": "BULLOCK WEALTH MANAGEMENT GROUP INC.",
  "dbas": [],
  "city": "Bloomington",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "14020",
  "metro": {
    "cbsa_code": "14020",
    "common_name": "Bloomington",
    "msa_name": "Bloomington, IN",
    "path": "/advisors/in/bloomington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 261427000.0,
  "raum_discretionary": 261427000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 36000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 112491000.0,
      "count": 321
    },
    "insurance_companies": {
      "raum": 274000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 148548000.0,
      "count": 65
    },
    "corporations_other_businesses": {
      "raum": 78000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "IN",
    "MI",
    "OH",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/WellingtonInvestmentAdvisors",
    "https://linkedin.com/company/26569465",
    "https://twitter.com/Wellington_Inv",
    "https://wellingtoninvestmentadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283853",
  "city_as_filed": "BLOOMINGTON",
  "url": "https://advisorcensus.com/firm/wellington-investment-advisors-bloomington-in-283853",
  "display_name": "Wellington Investment Advisors",
  "summary": "Wellington Investment Advisors is an SEC-registered investment advisory firm in Bloomington, IN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Wellington Investment Advisors (CRD 283853): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Wellington Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wellington Investment Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Wellington Investment Advisors located?",
      "a": "Wellington Investment Advisors' principal office is in Bloomington, IN, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wellington Investment Advisors registered with the SEC or a state?",
      "a": "Wellington Investment Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283853."
    },
    {
      "q": "How much does Wellington Investment Advisors manage?",
      "a": "Wellington Investment Advisors reports $261,427,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wellington Investment Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wellington Investment Advisors: Regulatory assets under management: $120,879,000 in the October 2021 data and $261,427,000 in the October 2026 data, up 116%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wellington Investment Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (321); high net worth individuals (65)."
    },
    {
      "q": "Which custodians does Wellington Investment Advisors use?",
      "a": "Wellington Investment Advisors' 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 Wellington Investment Advisors 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/283853"
    },
    {
      "q": "What changed in Wellington Investment Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 9. Regulatory assets under management went from $233,429,000 to $261,427,000 (+12%). No longer lists an office in Richland, MI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 120879000.0,
      "total_employees": 6,
      "filing_date": "2021-06-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 158267000.0,
      "total_employees": 6,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 148189000.0,
      "total_employees": 7,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 186984000.0,
      "total_employees": 7,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 233429000.0,
      "total_employees": 7,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 261427000.0,
      "total_employees": 10,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 9.",
        "Regulatory assets under management went from $233,429,000 to $261,427,000 (+12%).",
        "No longer lists an office in Richland, MI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "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/wellington-investment-advisors-bloomington-in-283853.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 321,
      "fewer_than_5": false,
      "raum": 112491000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 148548000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 36000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 274000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 78000.0
    }
  ],
  "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/283853",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}