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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 type | Clients | AUM |
|---|---|---|
| Other | 6 | $1.4M |
| Charitable organizations | Fewer than 5 | $365K |
| High net worth individuals | 25 | $68.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.4M |
| Individuals (other than high net worth individuals) | 218 | $77.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

