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WELLINGTON INVESTMENT ADVISORS
Legal name: BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853File 801-121578
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$261.4M
Below cohort median (national)
Discretionary AUM
$261.4M
Clients
386
1,019 accounts
Employees
10
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 23, 2021
- Principal office
- 121 E. 6TH STREET, SUITE 2, BLOOMINGTON, IN, 47408
- Phone
- 812-333-0874
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $261.4M
- Discretionary AUM
- $261.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,019
- Non-discretionary accounts
- 0
- Total accounts
- 1,019
- AUM per client
- $677K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $78K |
| Insurance companies | Fewer than 5 | $274K |
| Charitable organizations | Fewer than 5 | $36K |
| High net worth individuals | 65 | $148.5M |
| Individuals (other than high net worth individuals) | 321 | $112.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 10 | increased by3 |
| Apr 1, 2026 | Clients | 380 | 386 | increased by6 |
| Apr 1, 2026 | AUM | $233,429,000 | $261,427,000 | increased by$27,998,000 |
| Apr 1, 2026 | Accounts | 984 | 1,019 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 298 | 380 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $158,267,000 | $233,429,000 | increased by$75,162,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 678 | 984 | increased by306 |
| Apr 1, 2022 | Clients | 270 | 298 | increased by28 |
| Apr 1, 2022 | AUM | $120,879,000 | $158,267,000 | increased by$37,388,000 |
| Apr 1, 2022 | Accounts | 581 | 678 | increased by97 |
| Jul 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 “WELLINGTON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELLINGTON INVESTMENT” 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.