Brian Smith
Bellingham Capital · Bellingham, Washington
Brian Smith is a fee-only financial advisor at Bellingham Capital in Bellingham, Washington. Bellingham Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Bellingham Capital |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $149.2M across 594 accounts |
| SEC registration | Investment adviser representative in WA · CRD 3149295 |
| Exams passed | Series 63 (1998) · Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bellinghamcapital.com |
How Brian's firm compares
- Bellingham Capital's average account is about $251,000, from its Form ADV (assets managed divided by 594 accounts).
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Questions about Brian
Is Brian Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Bellingham Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Bellingham Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Smith based?
Brian Smith is based in Bellingham, Washington.
Is Brian Smith registered with the SEC?
Yes. Brian Smith is registered as an investment adviser representative in WA (CRD 3149295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bellingham Capital manage?
Bellingham Capital reports $149.2M across 594 accounts in assets under management.
How do I contact Brian Smith?
Through Brian's website, www.bellinghamcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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