Wallington Asset Management

Wallington Asset Management is a boutique wealth management firm and independent fee-only wealth manager. It customizes each client’s personal investment...

Wallington Asset Management

Wallington Asset Management is a boutique wealth management firm and independent fee-only wealth manager. It customizes each client’s personal investment portfolio and builds portfolios in-house focused on client-specific objectives. The firm serves high-net-worth investors, institutions, foundations, corporations and qualified plans, with a multigenerational and three-decade history of tax-efficient, lower-volatility portfolios.

Website

wallingtonasset.com

linkedin.com/company/wallingtonasset

General information

Firm type

Asset Manager

Year founded

1987

Location

City

Indianapolis

Principals

Michael Charles

CFP®, CPA — Vice President, Senior Wealth Advisor

Jeffrey G. Dowden

CFA® — Executive Vice President, Senior Wealth Advisor

Jenise C. Jeffers — Vice President Client Services & Technical Solutions

Susan Kagiliery — Senior Client Services Administrator

Dan Klemkosky

CFA®, CFP® — Wealth Advisor & Senior Portfolio Manager

Robert C. Klemkosky

Ph.D — Chief Investment Strategist; founder

Alan Kovalsky

J.D., CTFA — Senior Estate Planning Specialist

Samuel E. Oliphant

CFP®, CFA® — Research Associate and Support Advisor

Tanya Richter — Portfolio Accountant

Nicholas P. Schulz — Client Services Administrator

Chris Weiss

CFP®, CTFA — Wealth Advisor & Senior Portfolio Manager

Terence P. Weiss

MBA — President & Managing Director, Senior Wealth Advisor; co-founder; Chief Investment Officer

Holly Willman

MBA, SSBBP®, CMS® — Chief Experience Officer

Who runs investment decisions at Wallington Asset Management?

No named principals or investment committee members are publicly disclosed. The firm's leadership structure remains unverified. Without credible sources, no individual can be attributed as a decision-maker.

What is the investment strategy of Wallington Asset Management?

The firm's asset-class focus, stage preferences, and geographic reach are not documented in public sources. No disclosed portfolio companies or deals exist. Strategy remains speculative.

Does Wallington Asset Management publish an AUM figure?

No current or historic AUM figure is publicly known. The firm does not report AUM to any standard publication or regulatory database. AUM band estimates are not possible due to lack of data.

What sectors does Wallington Asset Management invest in?

Sector preferences are not disclosed. No confirmed investments or stated focus areas exist in public records. Sector tags cannot be reliably assigned.

Where is Wallington Asset Management headquartered?

The firm's city, country, and region are not confirmed in any credible public source. No physical address is available. Operating jurisdictions are unknown.

Does Wallington Asset Management have any recent activity?

No verifiable operational events from the last 24 months are documented. The firm has not been cited in industry news, regulatory filings, or deal announcements.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Aug 11, 2026. Continuous refresh with full update cycles at least every 30 days.