Samuel Oliphant
Wallington Asset Management · Indianapolis, Indiana
Samuel Oliphant is a fee-only financial advisor at Wallington Asset Management in Indianapolis, Indiana, who holds the CFP and CFA credentials. Wallington Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wallington Asset Management |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.32B across 930 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, IN · CRD 7395962 |
| Exams passed | Series 65 (2021) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.wallington.com |
How Samuel's firm compares
- Wallington Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 930 accounts).
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Questions about Samuel
Is Samuel Oliphant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Wallington Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Wallington Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Oliphant based?
Samuel Oliphant is based in Indianapolis, Indiana.
What credentials does Samuel Oliphant hold?
Samuel Oliphant holds the CFP and CFA credentials.
Is Samuel Oliphant registered with the SEC?
Yes. Samuel Oliphant is registered as an investment adviser representative in FL and IN (CRD 7395962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallington Asset Management manage?
Wallington Asset Management reports $1.32B across 930 accounts in assets under management.
How do I contact Samuel Oliphant?
Through Samuel's website, www.wallington.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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