WELLINGTON CAPITAL ADVISORS, LLC
WELLINGTON CAPITAL ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 282696). Regulatory assets under management: $24.3M.
Registration
- CRD: 282696
- SEC file number: 801-107231
- Type: Registered investment adviser
- Location: 50 CALIFORNIA STREET, SAN FRANCISCO, CA, 94111
- Phone: 415 200 9140
- Latest filing: 2026-04-02
- Regulatory AUM: $24.3M
- Discretionary AUM: $24.3M
- Clients: 1
- Accounts: 68
Business model
Compensation: % of AUM.
Clients served: High net worth, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| BISHOP JOHN HUBERT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
More on this firm