# Wallington Asset Management

Wallington Asset Management is an Asset Manager based in Indianapolis.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Indianapolis
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** wallingtonasset.com
- **LinkedIn:** https://www.linkedin.com/company/wallingtonasset

## Regulatory record

- **CRD number:** 143360
- **SEC file number:** 801-67613
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143360

## About

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.

## People

- 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

## Questions

### 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.

## Related profiles

- [Focus Partners Advisor Solutions](https://altss.com/profile/focus-partners-advisor-solutions-llc)
- [VARIPLAN, LLC](https://altss.com/profile/variplan-llc)

---

Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/wallington-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology