Wellington Capital Advisors, LLC

Wellington Capital Advisors, LLC (CRD# 282696) is a financial advisory firm headquartered in San Francisco, CA. They manage $15,951,719 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Wellington Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
John H. Bishop
CRD#: 6164317
1 Market Street, Suite 3600, San Francisco, CA 94105

John Bishop (CRD# 6164317) is an Investment Advisor Representative working at Wellington Capital Advisors, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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