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ARLINGTON WEALTH MANAGEMENT

Legal name: ARLINGTON CAPITAL MANAGEMENT, INC.

CRD 114801File 801-79318
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$235.9M
Below cohort median (national)
Discretionary AUM
$235.9M
Clients
226
750 accounts
Employees
5
Bottom 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Mar 11, 2014
Principal office
21 S. EVERGREEN AVENUE, SUITE 100, ARLINGTON HEIGHTS, IL, 60005-7800
Phone
847-670-4030

Assets & accounts

ADV Item 5F
Total regulatory AUM
$235.9M
Discretionary AUM
$235.9M
Non-discretionary AUM
$0
Discretionary accounts
750
Non-discretionary accounts
0
Total accounts
750
AUM per client
$1.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations2$25.7M
High net worth individuals59$143.0M
Individuals (other than high net worth individuals)165$67.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.