Edmund Wellington
Wellington Capital Management · Chevy Chase, Maryland
Edmund Wellington is a fee-only financial advisor at Wellington Capital Management in Chevy Chase, Maryland. Wellington Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wellington Capital Management |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $120.9M across 212 accounts |
| SEC registration | Investment adviser representative in MD · CRD 1130424 |
| Exams passed | Series 63 (1983) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wellington-capital.com |
How Edmund's firm compares
- Wellington Capital Management's average account is about $570,000, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Edmund
Is Edmund Wellington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edmund holds no broker registration, and Wellington Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edmund charge for financial advice?
Edmund's firm, Wellington Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Edmund Wellington based?
Edmund Wellington is based in Chevy Chase, Maryland.
Is Edmund Wellington registered with the SEC?
Yes. Edmund Wellington is registered as an investment adviser representative in MD (CRD 1130424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wellington Capital Management manage?
Wellington Capital Management reports $120.9M across 212 accounts in assets under management.
How do I contact Edmund Wellington?
Through Edmund's website, www.wellington-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
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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