Washington Capital Management Inc
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 105253
- Registered since
- October 1, 1978
- Website
- www.wa-cap.com
- 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
FINTRXOverview
Washington Capital Management Inc is a privately owned investment manager that dates back to its SEC registration in 1978. The firm acts as both an advisor and a sponsor of pooled investment vehicles, operating across strategies that include private equity and real estate alongside other fund products. Its client mix includes individuals and families as well as institutional investors, and it provides portfolio management for individuals, pooled vehicles, and institutional or business clients. Fee arrangements include asset-based fees, fixed and hourly fees, and performance-linked compensation. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser. It serves as sponsor, general partner, or managing member for pooled vehicles in addition to running discretionary and non-discretionary mandates.
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
- US Government Bonds42%
- Investment Grade Corp Bonds19%
- Private Funds13%
- Exchange Traded Equities12%
- Non-Investment Grade Corp Bonds9%
Owners & executives
3 of 5
Michael Cheung
SVP, Chief Investment OfficerCRD 1768323

Cory Carlson
CEOCRD 4594715

Tracey Voll
SVP, Chief Compliance OfficerCRD 2272902
Contacts
3 of 11Brian Canion
Vice PresidentCRD 3278424

Julie Greenough
AVPCRD 6927863

Brian Welch
Vice President - Marketing and Client RelationsCRD 6818023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$68.6M in ETFs
99%
$68.2M
1%
$480K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $29.9M | 80,749 | 43.53% |
Location
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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