Bullington Capital Management, Llc
- Regulatory AUM
- $87.1M
- Discretionary
- $87.1M
- Clients
- 394
- Avg AUM / client
- $221K
- Accounts
- 394
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 374 | $58.0M | 66.6% |
| High net worth individuals | 20 | $29.1M | 33.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Ralph Bullington | Managing Member & Chief Compliance Officer | Oct 2003 (23y) | 75% or more | |
| Porter, Thomas, Charles | Owner/Shareholder/Trustee | Apr 2005 (21y) | 10% – 25% | |
| Bradford Duane Lohiser | Registered representative | CFP | Apr 2009 (17y) | |
| Gary Thomas Miller | Registered representative | Jan 2011 (16y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Bernard L. Porter Marital Trust U/D/T | Owner/Shareholder | Jul 2005 | A | 10% – 25% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $75.9M (87% of AUM) Mar 2026
- Jefferson National Financial $4.7M (5% of AUM) Mar 2026
- Axos Clearing $4.3M (5% of AUM) Mar 2026
- Folio Investments, Inc. $2.3M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗