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
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

FINTRX

Overview

Washington Capital Management Inc. is a privately held corporate investment manager that traces its SEC registration back several decades. The firm combines fund management and advisory roles: it manages private funds (including private equity and real estate vehicles), sponsors pooled vehicles as a general partner, and provides portfolio management to individuals, small businesses, pooled investment vehicles and institutions. Its client mix includes both individuals/families and institutional investors. Fee arrangements are varied and include percentage-of-AUM, hourly, fixed-fee and performance-based components. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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
  • Michael Cheung

    Michael Cheung

    SVP, Chief Investment OfficerCRD 1768323

  • Cory Carlson

    Cory Carlson

    CEOCRD 4594715

  • Tracey Voll

    Tracey Voll

    SVP, Chief Compliance OfficerCRD 2272902

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Contacts

3 of 11

  • Brian Canion

    Vice PresidentCRD 3278424

  • Julie Greenough

    Julie Greenough

    AVPCRD 6927863

  • Brian Welch

    Brian Welch

    Vice President - Marketing and Client RelationsCRD 6818023

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Wealth teams

FINTRX

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 13

Active vs passive

$68.6M in ETFs

Passive

99%

$68.2M

Active

1%

$480K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$29.9M80,74943.53%
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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