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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 Oct 1, 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
- Website
- https://arlington-wealth.com
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 type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $25.7M |
| High net worth individuals | 59 | $143.0M |
| Individuals (other than high net worth individuals) | 165 | $67.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2026 | Clients | 223 | 226 | increased by3 |
| Apr 1, 2026 | AUM | $200,051,002 | $235,943,435 | increased by$35,892,433 |
| Apr 1, 2026 | Accounts | 747 | 750 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 155 | 223 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $119,660,804 | $200,051,002 | increased by$80,390,198 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 516 | 747 | increased by231 |
| Apr 1, 2022 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2022 | Clients | 167 | 155 | decreased by12 |
| Apr 1, 2022 | AUM | $116,958,262 | $119,660,804 | increased by$2,702,542 |
| Apr 1, 2022 | Accounts | 525 | 516 | decreased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARLINGTON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARLINGTON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.