Bullington Capital Management, LLC

Bullington Capital Management, LLC, based in Akron, Ohio, has been providing investment advisory services since 2004. The firm offers discretionary asset management services tailored to meet clients' needs and investment objectives. Clients grant the firm discretionary authority to manage their accounts, allowing for customized investment portfolios based on risk tolerance and objectives. The firm primarily advises on equity securities, mutual funds, ETFs, and fee-based annuities, with assets under management totaling $80,501,671 as of December 2024. Fees for portfolio management services are based on a percentage of assets under management, with a tiered fee schedule. Clients must have a minimum of $100,000 to open and maintain an advisory account, which may be waived at the firm's discretion. Bullington Capital Management does not accept performance-based fees or engage in side-by-side management. The firm offers services to various client types, including individuals, pension plans, trusts, and corporations. Investment strategies include fundamental analysis, charting, long-term and short-term purchases, with a focus on client-specific financial situations and objectives. The firm does not have any disciplinary events to report and maintains a Code of Ethics to uphold professional standards. Clients have investment discretion and are responsible for voting on securities. The firm does not have custody of client funds but uses independent custodians. Bullington Capital Management does not participate in class action lawsuits or initiate litigation on behalf of clients. Clients may be referred to the firm by solicitors, with referral fees paid based on the advisory fee. The firm's privacy policy ensures the protection of client information, and clients are encouraged to consider IRA rollover options carefully before making decisions.