⌕
Firm profile

Wallington Asset Management

INDIANAPOLIS, INCRD 143360Latest ADV March 31, 2026

Wallington Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 17 employees, and 930 accounts.

Assets Under Management
$1.3B
Employees
17
Offices
--
Total Clients
337
Primary office
INDIANAPOLIS, IN
8900 KEYSTONE CROSSING, SUITE 1015, INDIANAPOLIS, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn C. Swhear

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentHNWI represent 58.5% of total clients.
Top client categories% of clientsClients
1
HNWI
58.5%
197
2
Individuals
32.3%
109
3
Pension Plans
5.0%
17
4
Charitable
3.6%
12
5
Corporations
0.6%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary99.8%
$1.3B
100% of total RAUM99.8%
Non-discretionary0.2%
$3M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.3B
Total Accounts930
10Y AUM Change+$700M (+113.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee20:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.