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BELLINGHAM CAPITAL

Legal name: BELLINGHAM CAPITAL MANAGEMENT, INC.

CRD 151684File 801-123303
APPROVED
Retail clients
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$149.2M
Bottom 25% of cohort (national)
Discretionary AUM
$146.7M
Non-discretionary $2.6M
Clients
252
594 accounts
Employees
5
Bottom 25% of cohort in WA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
SFRO
Registration date
Feb 24, 2022
Principal office
316 E MCLEOD RD, SUITE 105, BELLINGHAM, WA, 98226
Phone
360-685-4240

Assets & accounts

ADV Item 5F
Total regulatory AUM
$149.2M
Discretionary AUM
$146.7M
Non-discretionary AUM
$2.6M
Discretionary accounts
591
Non-discretionary accounts
3
Total accounts
594
AUM per client
$592K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other6$1.4M
Charitable organizationsFewer than 5$365K
High net worth individuals25$68.5M
Pension and profit sharing plansFewer than 5$1.4M
Individuals (other than high net worth individuals)218$77.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
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

This firm answered no to every Item 11 disclosure question in this filing.

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.