Bellingham Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Bellingham, WA. Its latest Form ADV filing, dated March 20, 2026, reports $149M in regulatory assets under management, 5 employees, 1 office, and 594 accounts.
Assets Under Management
$149M
Employees
5
Offices
1 office
Total Clients
252
Primary office
BELLINGHAM, WA
316 E MCLEOD RD, SUITE 105, BELLINGHAM, WA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.5% of total clients.
Top client categories% of clientsClients
1
Individuals
86.5%
218
2
HNWI
9.9%
25
3
Corporations
2.4%
6
4
Pension Plans
0.8%
2
5
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of March 20, 2026
Discretionary98.3%
$147M
98% of total RAUM98.3%
Non-discretionary1.7%
$3M
2% of total RAUM1.7%
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$149M
Total Accounts594
10Y AUM Change+$35M (+30.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee50:1
10Y Employee Change+1 (+25.0%)
* 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.