This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$149MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$147M

Private client RAUM

$146MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$29.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

594

Individual clients

218

High net worth clients

25

SEC number

801-123303

CRD

151684

Filings on the tape

12

First filed

Jan 25, 2022

Latest filed

Aug 18, 2026

Organised

Corporation, WA

Website

bellinghamcapital.com

• Occurred

  Jan 25, 2022
  First Form ADV filing

  Bellingham Capital filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf5a7717-8d5c-358e-e736-78cf6ec2aa85

First observed

Jan 25, 2022

Last observed

Aug 18, 2026 33 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.