Investment adviser · CRD 151684
BELLINGHAM CAPITAL
Investment adviser filing (IA)
BELLINGHAM CAPITAL MANAGEMENT, INC.
BELLINGHAM, WA, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $149M Form ADV · Item 5.F
- Client accounts
- 594 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 218 | $77,608,487 | 52.0% |
| High-net-worth individuals | 25 | $68,518,383 | 45.9% |
| Corporations & businesses | 6 | $1,371,341 | 0.9% |
| Retirement plans | Fewer than 5 | $1,369,966 | 0.9% |
| Charities | Fewer than 5 | $364,898 | 0.2% |
Filing source
Form ADV 2126750 · Aug 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Hourly
Principal office
316 E MCLEOD RD, SUITE 105BELLINGHAM, WA, 98226, United States
CRD 151684
Filing source
Form ADV 2126750 · Aug 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.