Pennington Partners & Co., LLC
Bethesda, MD·SEC-registered · CRD #282688
Pennington Partners & Co., LLC is an SEC-registered investment advisory firm in Bethesda, MD managing $5.1B across 1.1k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.1B
Client accounts
1.1k
Advisory staff
10
Fee model
Fee-based
How Pennington Partners & Co., LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Pennington Partners & Co., LLC
How much does Pennington Partners & Co., LLC manage?
Per its most recent SEC Form ADV filing (04/06/2026), Pennington Partners & Co., LLC reports $5.1B in regulatory assets under management across roughly 1.1k client accounts.
How does Pennington Partners & Co., LLC charge?
Pennington Partners & Co., LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pennington Partners & Co., LLC a fiduciary?
Yes. Pennington Partners & Co., LLC is registered with the U.S. Securities and Exchange Commission (CRD #282688), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pennington Partners & Co., LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pennington Partners & Co., LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bethesda, MD
Profile compiled from Pennington Partners & Co., LLC's public SEC Form ADV filing (CRD #282688, filed 04/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pennington Partners & Co., LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pennington Partners & Co., LLC? Claim this profile.