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Brian Alastair Smith

BELLINGHAM CAPITAL MANAGEMENT, INC.·BELLINGHAM, Washington
Clean recordBELLINGHAM CAPITAL MANAGEMENT, INC.
316 E MCLEOD RD, BELLINGHAM, WA 98226CRD# 3149295Firm CRD# 151684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Alastair Smith · BELLINGHAM, WA
Registration
CRD #3149295 · BELLINGHAM CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Alastair Smith is a registered financial advisor based in BELLINGHAM, Washington, affiliated with BELLINGHAM CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BELLINGHAM CAPITAL MANAGEMENT, INC.
BELLINGHAM CAPITAL
AUM
$126M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BELLINGHAM CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3149295
Firm CRD# 151684
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Alastair Smith offer?
Brian Alastair Smith specializes in Financial Planning, Investment Management. Contact their office in BELLINGHAM, Washington for a consultation.
What are Brian Alastair Smith's credentials?
Brian Alastair Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Alastair Smith located?
Brian Alastair Smith is based in BELLINGHAM, Washington, working with BELLINGHAM CAPITAL MANAGEMENT, INC.. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does Brian Alastair Smith charge for services?
Brian Alastair Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELLINGHAM CAPITAL MANAGEMENT, INC.?
BELLINGHAM CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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