Indianapolis, IN E 86th Street Office

The Wellington Group provides wealth planning, financial planning, consulting, and discretionary and non‑discretionary portfolio management to individuals, high‑net‑worth clients, and small business entities. As of December 31, 2025 the firm reports roughly $474 million in regulatory assets under management and operates with a team structure that supports ongoing supervision and customized investment policy statements for each client.

The firm blends passive and active management and emphasizes client‑specific investment policy statements, asset allocation, and continuous monitoring. Wellington routinely recommends and allocates to third‑party managers, separately managed accounts, and alternative or tax‑aware strategies — including quantitative models, long/short exposures, derivatives, hedging, and private fund or pooled investment vehicles — when appropriate for a client’s objectives and constraints.

Wellington’s brochure discloses several arrangements that distinguish its practice from many peers: it may allocate to private equity funds and private placements and act in roles that involve fee‑sharing, solicitor/referral arrangements, or sub‑adviser relationships with other investment advisers. The firm’s personnel also operate in other financial capacities (registered representative relationships, insurance agent sales through IMOs), which the brochure notes can create conflicts of interest that the firm manages through disclosure, due diligence, and supervisory practices.