Wallington Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,130,198,724
Clients
306
Advisors
8
of 17 employees
About
Wallington Asset Management is an SEC‑registered, team-based investment adviser that provides discretionary portfolio management, financial planning, investment consulting, and qualified retirement plan consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.3 billion in discretionary assets across a few hundred client accounts and offers both an Asset Management Program and a Capital Advisory Program for clients with differing account sizes and needs.
The firm tailors strategies to client suitability and risk tolerance, using a blended, multi‑factor framework for equity selection and targeted intermediate durations and macroeconomic analysis for fixed‑income portfolios, while the Capital Advisory Program implements asset allocation with mutual funds and ETFs. Portfolios are monitored regularly (with weekly reviews where appropriate) and clients receive periodic reporting; Wallington names Schwab as its preferred custodian for trade execution, custody, and related services.
Several operational and marketing practices in the brochure are less common among peer team firms: the firm discloses that it may hold educational seminars for plan participants and meet with participants individually, and it discloses a formal referral arrangement that compensates external “Promoters” with a portion of advisory fees. The brochure also documents specific operational details — including combining related accounts for fee breakpoints and a HIFO default for cost‑basis reporting — that may be useful to consider when comparing Wallington to other advisers.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $3,000 to $10,000
$0 - $1,000,000: Up to 1.25% (higher rate may apply for accounts below minimum or prior agreements) for Equity and Balanced Asset Management Program $0 - $1,000,000: Up to 1.00% (higher rate may apply for accounts below minimum or prior agreements) for 100% Fixed Income Asset Management Program $0 - $1,000,000: Up to 0.90% (higher rate may apply for prior agreements) for Capital Advisory Program $0 - $1,000,000: General minimum not required for Capital Advisory Program but higher rates may apply under prior agreements $0 - $1,000,000: Accounts below $1,000,000 may be charged higher fees up to 1.25% for Equity and Balanced Program $0 - $10,000,000: 1.00% on first $1,000,000; 0.85% on next $4,000,000; 0.60% on next $5,000,000; 0.50% over $10,000,000 for Equity and Balanced Asset Management Program $0 - $10,000,000: 0.50% on first $10,000,000; 0.30% over $10,000,000 for 100% Fixed Income Asset Management Program $0 - $10,000,000: 0.60% on first $1,000,000; 0.50% on next $4,000,000; 0.35% on next $5,000,000; 0.25% over $10,000,000 for Capital Advisory Program $0 - $5,000,000: 0.40% on first $5,000,000 for Qualified Retirement Plan Consulting Fee Schedule $5,000,000 - $10,000,000: 0.30% on next $5,000,000 for Qualified Retirement Plan Consulting Fee Schedule $10,000,000+: 0.05% over $10,000,000 for Qualified Retirement Plan Consulting Fee Schedule
$150 to $400 per hour for financial planning services
Account minimum: $1,000,000 (generally required for Asset Management and Capital Advisory Programs; minimum may be waived or lowered at firm's discretion; no minimum generally required for Capital Advisory Program) Fee-only: Financial planning fees typically range from $3,000 to $10,000 fixed fee; hourly fees range $150 to $400 per hour; fees may be negotiable
Main office
8900 Keystone Crossing, Suite 1015
Indianapolis IN 46240-2134
Advisors at this office
8
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · New York · North Carolina · Texas · Washington
Also doing business as
Wallington Asset Management · Wallington Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey D
CFA®, Series 63, Series 65
Indianapolis, IN
Wallington Asset Management
Jeffrey Dowden is a CFA® charterholder with 24 years of industry experience, currently serving at Wallington Asset Management since 2007. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets. The firm provides portfolio management, financial planning, and retirement plan consulting to a range of clients, using a multi-factor approach for equity selection and macroeconomic analysis for fixed-income portfolios.
Terence W
Series 63
Indianapolis, IN
Wallington Asset Management
Terence Weiss is a financial advisor at Wallington Asset Management with 24 years of industry experience. He has been with Wallington Asset Management since 2007 and holds a Series 63 designation. Wallington Asset Management is an SEC-registered, team-based investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a multi-factor approach to equity selection and integrates macroeconomic analysis for fixed-income portfolios, offering tailored strategies across its Asset Management and Capital Advisory Programs.
Daniel K
CFP®, CFA®
Indianapolis, IN
Wallington Asset Management
Daniel Klemkosky is a CFP® and CFA® with 11 years of industry experience. He has been with Wallington Asset Management in Indianapolis since 2010. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using a multi-factor equity selection framework and targeted fixed-income strategies tailored to client suitability and risk tolerance.
Samuel O
CFP®, CFA®, Series 65
Indianapolis, IN
Wallington Asset Management
Samuel Oliphant is a CFP®, CFA®, and Series 65 credentialed advisor at Wallington Asset Management with five years of industry experience. He has worked at Wallington Asset Management since 2021 and previously held positions at The Wellington Group LLC, Cummins Inc., and Indiana University. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, managing over $1.3 billion in assets using a multi-factor equity selection framework and targeted fixed-income strategies.
Alan K
Series 66
Indianapolis, IN
Wallington Asset Management
Alan Kovalsky is a financial advisor at Wallington Asset Management with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Rejoyce Financial, Continental Enterprises, and managing his own law office. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting services, managing over $1.3 billion in assets with tailored strategies based on client suitability and risk tolerance.
Christopher W
CFP®, Series 65
Indianapolis, IN
Wallington Asset Management
Christopher Weiss is a CFP®-certified financial advisor at Wallington Asset Management with 10 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is a team-based SEC-registered investment adviser managing over $1.3 billion in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and financial planning services using a multi-factor equity selection framework and targeted fixed-income strategies, alongside distinct Asset Management and Capital Advisory Programs.
Michael C
CFP®, Series 63, Series 65
Indianapolis, IN
Wallington Asset Management
Michael Charles is a CFP® professional affiliated with Wallington Asset Management in Indianapolis, IN, with 23 years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is an SEC-registered, team-based advisory firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm employs a multi-factor framework for equity selection and macroeconomic analysis for fixed income, managing over $1.3 billion in discretionary assets across several hundred client accounts.
Bryce L
Series 65
Indianapolis, IN
Wallington Asset Management
Bryce Luedtke is a financial advisor at Wallington Asset Management with a Series 65 credential and one year of industry experience. Prior to joining Wallington, he held roles at Merchants Capital, U.S. Bank, VIA Credit Union, Indiana Wesleyan University, and Mississinewa High School. Wallington Asset Management is a team-based SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.3 billion in discretionary assets and employs a multi-factor framework for equity selection along with targeted fixed-income strategies, offering tailored portfolio management and financial planning services through both Asset Management and Capital Advisory programs.
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