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Blake Fellows

Wealthcare Capital Partners, LLC
25 Years of Experience
Leesburg, VA
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Blake Fellows is a registered investment advisor at Wealthcare Capital Partners, LLC, based in Leesburg, VA, with 25 years of industry experience. Blake is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 717 clients with $410M in assets under management.

Wealthcare Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
717 clients
Average Client Portfolio
$568K average
Assets Under Management
$407.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum annual fee rate is up to 1.85%. Fees are negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

208 Church Street Se, Leesburg, VA, 20175

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2025
Pending
Customer Dispute
March 2022
Settled
Customer Dispute
September 2021
Withdrawn
Customer Dispute
April 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Blake is an Investment Advisor Representative and Registered Representative, dedicating most of his time to these roles. He also owns a percentage of a building through Elmwood Properties LLC, is involved with Fellows Risk Solutions selling insurance products, and has several passive investments in real estate, technology, and other ventures.

Employment History
Current Registrations
Wealthcare Capital Partners, LLC
July 2024 - Present · 2 yrs 3 mos
Arkadios CapitalBroker
June 2023 - Present · 3 yrs 4 mos
Wealthcare Advisory Partners LLC
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Coastal Equities, INC.Broker
September 2022 - June 2023 · 9 mos
LPL Financial LLC
May 2018 - October 2020 · 2 yrs 5 mos
LPL Financial LLCBroker
February 2015 - September 2022 · 7 yrs 7 mos
Metlife Securities INC.Broker
January 2015 - March 2015 · 2 mos
Metlife Securities INC.
January 2015 - March 2015 · 2 mos
New England Securities Corporation
May 2008 - January 2015 · 6 yrs 8 mos
New England Securities Corporation
November 2005 - May 2008 · 2 yrs 6 mos
New England SecuritiesBroker
July 2005 - January 2015 · 9 yrs 6 mos
AXA Advisors, LLC
June 2001 - July 2005 · 4 yrs 1 mo
AXA Advisors, LLCBroker
April 2001 - July 2005 · 4 yrs 3 mos
State Registrations13 states
DCFLIAKYMDNCNMPASCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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