Bellingham Capital

Bellingham Capital (CRD# 151684) is a financial advisory firm headquartered in Bellingham, WA. They manage $33,844,554 in 309 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $109,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Bellingham Capital
Showing 1 - 3 of 3 top financial advisors.
1
Kerri H. Russ
CRD#: 6416017
Dallas, TX
90
Wealthminder
score

Kerri Russ (CRD# 6416017) is an Investment Advisor Representative working at Bellingham Capital in Dallas, TX and has over 3 years of experience in the finance industry.

2
Eric G. Petersen
CRD#: 6244785
619 Commercial Avenue, Suite 5, Anacortes, WA 98221
89
Wealthminder
score

Eric Petersen (CRD# 6244785) is an Investment Advisor Representative working at Bellingham Capital in Anacortes, WA and has over 2 years of experience in the finance industry.

3
Brian A. Smith
CRD#: 3149295
316 E Mcleod Rd, Suite 105, Bellingham, WA 98226
83
Wealthminder
score

Brian Smith (CRD# 3149295) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 18 years of experience in the finance industry.

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