# WALLINGTON ASSET MANAGEMENT, LLC

WALLINGTON ASSET MANAGEMENT, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 143360
- Type: SEC-registered investment adviser
- SEC file number: 801-67613
- Location: 8900 KEYSTONE CROSSING, SUITE 1015, INDIANAPOLIS, IN, 46240-2134
- Phone: 317-575-8670
- Latest filing: 2026-03-31
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $2.9M
- Clients: 17
- Accounts: 930

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| John Carl Swhear | CHIEF COMPLIANCE OFFICER | — |
| Terence Paul Weiss | PRESIDENT/MANAGING MEMBER | — |
| Jeffrey Germaine Dowden | EXECUTIVE VICE PRESIDENT | — |
| SWHEAR JOHN CARL | CHIEF COMPLIANCE OFFICER | — |
| KURZAWA AUDREY L | CHIEF OPERATING OFFICER | — |
| WEISS TERENCE PAUL | PRESIDENT/MANAGING MEMBER | — |
| ROSEBROUGH JOHN WENDELL | CHIEF COMPLIANCE OFFICER | — |
| DOWDEN JEFFREY GERMAINE | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| BRAUN WILLIAM H | VICE PRESIDENT OF OPERATIONS | — |
| STARK BRADLEY RICHARD | CHIEF COMPLIANCE OFFICER | — |
| RENDON ENRIQUE JAVIER | CHIEF COMPLIANCE OFFICER | — |
| KUNKEL LARRY JOSEPH | CHIEF OPERATING OFFICER | — |
| WORTHEN BRUCE DAVID | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143360/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143360/similar
- Related entities: https://search.stillhousedata.com/firm/143360/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143360

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.