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Our Team

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Brian Smith

President & Portfolio Manager

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Kerri Russ

Founding Partner, Emerita

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Eric Petersen

Portfolio Manager & Wealth Advisor

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Lucy Dobson

Portfolio Manager & Wealth Advisor

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Dustin Sloan

Wealth Advisor & Service Manager

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Contact Us

Telephone: (360) 685-4240 

customerservice@bellinghamcapital.com

Bellingham, WA
316 E. McLeod Rd, Suite 105

Bellingham, WA 98226

Anacortes, WA

619 Commercial Avenue, Suite 1

Anacortes, WA 98221

© 2024 Bellingham Capital Management, Inc           

       Our CRS and ADV Part 2A-2B are available for review below

CRS     -     ADV Part 2A and 2B 

Privacy Policy can be found here

Investment advisory services offered through Bellingham Capital Management, Inc., an SEC Registered Investment Advisor. SEC registration does not imply a certain level of skill or training. The content on this website is for informational purposes only. It does not constitute investment advice, tax, or legal advice, and is not intended as an endorsement of any specific investment. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not indicative of future results. The content included on this website is developed from sources believed to be providing accurate information.  Please consult legal or tax professionals for specific information regarding your individual situation.
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