WASHINGTON CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1978
Total AUM
$7.4B
Discretionary
$6.5B
88% of AUM
Avg account
$29.5M
Accounts
251
Employees
79
Advisory reps
16

Firm details

Headquarters
SEATTLE, Washington
CRD number
105253
Registered since
October 1, 1978
Custodians
U.S. BANK, N.A., KEY BANK NATIONAL ASSOCIATION
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles87.01%
  • Pension & Profit Sharing Plans9.6%
  • Corporations / Businesses2.64%
  • HNWI0.68%
  • Individuals0.06%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Washington Capital Management Inc. is a corporation that has been SEC-registered since 1978 and is owned by an individual. The firm operates as a multifaceted fund manager with active roles across private equity and real estate fund strategies, and it also functions as an “other” fund provider. Its client base includes both individual and family clients as well as institutional investors. Compensation arrangements are mixed — the firm charges percentage-of-AUM fees and can also bill hourly, fixed fees, performance-based fees and other structures depending on the engagement. On the advisory side, Washington Capital Management provides portfolio management for individuals and small businesses, for pooled investment vehicles, and for business or institutional clients. It acts in sponsor and general partner roles for certain pooled vehicles (sponsor of LP and sponsor/GP/managing member of pooled investment vehicles). The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 42%, Investment Grade Corp Bonds 19%, Private Funds 13%, Exchange Traded Equities 12%, Non-Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 5%, State & Local Bonds 1%42%
  • US Government Bonds42%
  • Investment Grade Corp Bonds19%
  • Private Funds13%
  • Exchange Traded Equities12%
  • Non-Investment Grade Corp Bonds9%

Owners & executives

3 of 5
  • TRACEY VOLL

    SVP, Chief Compliance OfficerCRD 2272902

  • ROBERT KOVECS

    SVP, Chief Financial OfficerCRD 2852655

  • MELVIN MORGAN

    Chief Investment OfficerCRD 8057351

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Contacts

3 of 11
  • ROBIN DEAN

    SVP, Portfolio ManagerCRD 8237612

  • STEPHEN HAMILTON

    Vice President, Marketing & Client RelationsCRD 3173162

  • Jenny Gage

    SVPCRD 7353919

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 7

Active vs passive

$50.4M in ETFs

Passive

100%

$50.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$27.7M86,46155.06%

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
1200 6th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth