Overview
Assets Under Management: $237 million
Headquarters: VERO BEACH, FL
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Frequently Asked Questions
WASHBURN CAPITAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125708), WASHBURN CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
WASHBURN CAPITAL MANAGEMENT INC. is headquartered in VERO BEACH, FL.
WASHBURN CAPITAL MANAGEMENT INC. serves 65 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, WASHBURN CAPITAL MANAGEMENT INC. offers portfolio management for individuals. View all service details ↓
WASHBURN CAPITAL MANAGEMENT INC. manages $237 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, WASHBURN CAPITAL MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 513
Discretionary Accounts: 513
Regulatory Filings
CRD Number: 125708
Last Filing Date: 2025-02-26 00:00:00
Website: https://washburncapital.com