Washburn Capital Management Inc.
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 125708
- Registered since
- April 20, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.57%
- Individuals16.45%
- Charitable Organizations4.12%
- Corporations / Businesses1.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Washburn Capital Management Inc. is an independent, SEC-registered registered investment adviser that operates as a corporation and is owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves both individual & family and institutional clients. It charges clients a fee based on a percentage of assets under management. The adviser has been SEC-registered since 2018 and does not identify as an active ESG investor, multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities25%
- US Government Bonds21%
Contacts
3 of 3
David Washburn
PresidentCRD 5090167
Henry Habgood
Wealth AdvisorCRD 6892416
Robert Washburn
PresidentCRD 1510709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$145M in ETFs
100%
$145M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $46.3M | 61,938 | 31.91% |
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 70 Royal Palm Pt
- Time zone
- ET (UTC-5)
- Office locations
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