John Sloan III
Bellingham Capital · Pella, Iowa
John Sloan III is a fee-only financial advisor at Bellingham Capital in Pella, Iowa. Bellingham Capital reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to John →
Facts
| Firm | Bellingham Capital |
|---|---|
| Based in | Pella, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $149.2M across 594 accounts |
| SEC registration | Investment adviser representative in IA · CRD 7894559 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bellinghamcapital.com |
How John's firm compares
- Bellingham Capital's average account is about $251,000, from its Form ADV (assets managed divided by 594 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Sloan III a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Bellingham Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Sloan III based?
John Sloan III is based in Pella, Iowa.
Is John Sloan III registered with the SEC?
Yes. John Sloan III is registered as an investment adviser representative in IA (CRD 7894559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellingham Capital manage?
Bellingham Capital reports $149.2M across 594 accounts in assets under management.
How do I contact John Sloan III?
Through John'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.
See something wrong? Request a correction. Read our methodology.