Washington Capital Management Inc

RIASEC RegisteredEst. 1978

Total AUM

$7.4B

Discretionary

$6.5B

88% of AUM

Avg account

$29.5M

Accounts

251

Employees

Advisory reps

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 corporation that has been registered with the SEC since 1978. The firm functions as a multifaceted fund manager and sponsor, operating across private equity and real estate strategies while also providing other pooled investment vehicles. Its client mix includes both individual and family clients as well as institutional investors. Advisory services span discretionary portfolio management for individuals and small businesses, management of pooled vehicles, and portfolio work for business and institutional accounts. The firm charges a mix of fee types — percentage-of-AUM, hourly, fixed fees, performance fees and other arrangements — reflecting a hybrid operating model that serves separately managed accounts and pooled funds. Washington Capital is not an active ESG investor and is not classified as a multi-state or newly formed adviser.