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 registered investment adviser that provides portfolio management primarily to individual and family clients alongside select institutional relationships. The firm charges fees based on a percentage of assets under management and focuses its advisory work on personalized portfolio management for individuals and small businesses. Washburn Capital is organized as a corporation with individual ownership and is registered with the SEC; its SEC registration dates to 2018. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$148M in ETFs
100%
$148M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $48.2M | 63,188 | 32.46% |
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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