WAYNEFIREBAUGH, INC.
Firm details
- Headquarters
- ROANOKE, Virginia
- CRD number
- 138731
- Website
- www.waynefirebaugh.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI72.49%
- Individuals21.45%
- Pension & Profit Sharing Plans6.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Waynefirebaugh, Inc. is an independent registered investment adviser operating as a corporate entity with an individual owner. The firm positions itself as a capital allocator for both individual and institutional clients, offering financial planning and discretionary portfolio management across households, small businesses and larger institutional relationships. Advisory services listed include financial planning, portfolio management for individuals and businesses, pension consulting and selection of third‑party advisers. The firm also conducts other financial product sales activity and charges clients through a mix of percentage‑of‑AUM fees, hourly charges and other arrangements. Investment implementation appears to favor pooled public vehicles and managed accounts rather than heavy direct trading of individual securities. Waynefirebaugh, Inc. acts as a selector and allocator of external managers when appropriate, consistent with its pension consulting and adviser‑selection activities.
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 Funds72%
- Exchange Traded Equities22%
- Cash & Cash Equivalents3%
- Derivatives2%
- Private Funds1%
Contacts
1 of 1JERRY FIREBAUGH
FounderCRD 2872758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROANOKE, VA
ROANOKE CITY
Location
ROANOKE, VA
Headquartered in ROANOKE, VA, in the South of the United States.
- Region
- South
- County
- ROANOKE CITY
- Address
- 111 Campbell Ave SW
- Time zone
- ET (UTC-5)
- Office locations
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