Wellington Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and integrated financial planning and tax‑planning services to individuals, high‑net‑worth families, foundations, trusts and businesses. Its client service model includes development of written investment policy statements, ongoing advisory oversight, and periodic account reviews supported by custodial reporting.
Investment decisions are grounded in fundamental analysis and a long‑term value orientation, with portfolios that may include ETFs, individual equities, bonds, REITs, alternative investments and derivatives where appropriate. The firm implements strategies that can use option‑writing overlays, single‑stock approaches and short positions, monitors accounts regularly, and delivers updates through a secure client web portal and quarterly analyses.
Noteworthy aspects disclosed in the brochure include an accounting affiliation and the inclusion of tax planning and tax preparation as part of advisory services, and a sub‑advisory relationship with an outside investment adviser—each identified as potential conflicts of interest. For a solo independent adviser, the explicit use of derivatives, option overlays and short positions together with formal CPA and sub‑advisory ties is less common among peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0+: 1.00% annually for Basic ETF Strategies $0+: 2.00% annually for ETF Strategies with options writing overlay $0+: 2.00% annually for Single Stock Strategies with options writing overlay
Account minimum: $1,000,000 Fee-only: Fees charged monthly in arrears based on the net average liquidation value of the account; no separate fees for financial planning or tax planning as they are included in advisory fees.
Main office
50 California Street, Suite 1500
San Francisco CA 94111
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Advisors at this firm
Joseph D
CFP®, CFA®, ChFC®, Series 63, Series 65
San Francisco, CA
Wellington Capital Advisors, LLC
Joseph Desipio is a CFP®, CFA®, and ChFC® with 17 years of industry experience. He is the principal advisor at Wellington Capital Advisors, LLC, an independent firm he has led since 2019. He also serves as president of Vector Capital Management, Inc., where he provides capital markets advisory and financial modeling services, and teaches economics courses as an adjunct instructor at Delaware County Community College. Wellington Capital Advisors offers discretionary portfolio management and integrated financial and tax planning services to individuals, families, foundations, trusts, and businesses. The firm’s investment approach is based on fundamental analysis and long-term value orientation, utilizing a range of strategies including ETFs, equities, bonds, alternative investments, derivatives, and option overlays.
John B
Series 65
San Francisco, CA
Wellington Capital Advisors, LLC
John Bishop is a financial advisor at Wellington Capital Advisors, LLC in San Francisco, holding a Series 65 designation with 12 years of industry experience. He has been with Wellington Capital Advisors since 2016, where he is the sole advisor. Wellington Capital Advisors provides discretionary portfolio management and financial consulting to individuals, high-net-worth families, foundations, trusts, and businesses, offering services that include portfolio construction across various asset classes and tax return preparation. The firm employs a long-term, value-oriented investment approach with a focus on income generation and risk management, incorporating strategies such as derivatives and options-writing overlays uncommon among similar independent advisers.
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