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BELLINGHAM CAPITAL

BELLINGHAM CAPITAL MANAGEMENT, INC.

CRD 151684 · SEC 801-123303

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316 E MCLEOD RD, SUITE 105, BELLINGHAM, WA, 98226, United States

Phone

360-685-4240

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$149.2M

Discretionary AUM

$146.7M

Team

5 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-06-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Individuals218$77.6M
High net worth individuals25$68.5M
Pension/profit sharing plans2$1.4M
Charitable organizations1$365K
Corporations/business entities6$1.4M

States served

AZ, CA, IA, WA, TX

All web addresses on file

Official SEC filing: View on IAPD