# WELLINGS CAPITAL MANAGEMENT, LLC

WELLINGS CAPITAL MANAGEMENT, LLC of FOREST, VA is an SEC-registered investment adviser.

## Registration

- CRD: 316324
- Type: SEC-registered investment adviser
- SEC file number: 801-125011
- Location: 14805 FOREST RD, SUITE 203, FOREST, VA, 24551
- Phone: 800-844-2188
- Latest filing: 2025-08-07
- Regulatory AUM: $201.9M
- Discretionary AUM: $201.9M
- Clients: 11
- Accounts: 14

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [Adrienne Yost Hart](https://search.stillhousedata.com/person/394846) | CHIEF COMPLIANCE OFFICER | Houston, TX |
| [Benjamin P Kahle](https://search.stillhousedata.com/person/687881) | MANAGING MEMBER | — |
| [Paul T Moore](https://search.stillhousedata.com/person/687882) | MANAGING MEMBER | — |
| [Barry Farah](https://search.stillhousedata.com/person/687883) | SOLE MEMBER | — |
| [SWALLOW MICHAEL FRANCIS](https://search.stillhousedata.com/person/746009) | CHIEF COMPLIANCE OFFICER | — |
| [MOORE STEPHEN T](https://search.stillhousedata.com/person/754513) | MANAGING MEMBER | — |
| [HART ADRIENNE YOST](https://search.stillhousedata.com/person/771025) | CHIEF COMPLIANCE OFFICER | — |
| [KAHLE BENJAMIN P](https://search.stillhousedata.com/person/870099) | MANAGING MEMBER | — |
| [Farah Barry](https://search.stillhousedata.com/person/872616) | SOLE MEMBER | — |


## Fund service providers (1)

- administrator: STRATEGIC FUND SERVICES, LLC — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316324/similar
- Related entities: https://search.stillhousedata.com/firm/316324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316324

---

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.
