A complete list of active advisors currently associated with Bullington Capital Management, LLC
Warmer can help you find a great advisor at Bullington Capital Management, LLC or one who fits your needs even better.
Bullington Capital Management provides discretionary investment advisory services to individuals (including high‑net‑worth and non‑HNW clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm constructs and monitors tailored portfolios and advises primarily on equity securities, mutual funds, exchange‑traded funds, fee‑based annuities, and, when appropriate, options and futures. The firm gathers suitability information at onboarding, manages accounts under discretionary authority, and monitors and rebalances portfolios on an ongoing basis, charging percentage‑of‑AUM advisory fees billed monthly in advance. Its stated methods include fundamental and technical analysis and both long‑ and short‑term trading as appropriate, and the firm commonly aggregates trades and directs clients to custodians such as Fidelity, Axos, or Nationwide. Distinctive disclosures in the brochure include the firm’s offering of educational seminars or workshops, a service noted as less common among similar firms, and affiliated activities that may create conflicts of interest: the managing member is a licensed independent insurance agent who may earn commissions on insurance sales, and an investment adviser representative splits time with a separate state‑registered adviser. The brochure also discloses that the firm will not vote client proxies and may receive non‑monetary benefits (software and systems support) from recommended custodians, matters clients should consider when evaluating the relationship.
To learn more about the advisors currently working at Bullington Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Akron, OH
| 26
| |
Akron, OH
| 15
|
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