WESTBOURNE INVESTMENT ADVISORS INC.

RIASEC RegisteredEst. 2007
Total AUM
$449M
Discretionary
$449M
100% of AUM
Avg account
$1M
Accounts
448
Employees
6
Advisory reps
6

Firm details

Headquarters
ANNAPOLIS, Maryland
CRD number
144571
Registered since
July 19, 2007
Website
wia1.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI88.98%
  • Individuals8.81%
  • Pension & Profit Sharing Plans1.44%
  • Charitable Organizations0.76%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Westbourne Investment Advisors Inc. is a privately owned corporate RIA that has been registered with the SEC since 2007. The firm manages portfolios for individuals, small businesses and institutional clients, charging both a percentage of assets under management and fixed fees. Its advisory practice centers on portfolio management rather than pension consulting or ESG-based mandates. The firm lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 82%, Investment Grade Corp Bonds 11%, Public Funds/Mutual Funds 5%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%82%
  • Exchange Traded Equities82%
  • Investment Grade Corp Bonds11%
  • Public Funds/Mutual Funds5%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • SCOT LABIN

    CEO & Managing DirectorCRD 2726188

  • BRUCE KROMMINGA

    Vice President, Chief Operating OfficerCRD 2575804

Contacts

3 of 4

  • ANTHONY CLARK

    Investment Advisor RepresentativeCRD 1593093

  • DAVID CUNNINGHAM

    FounderCRD 839378

  • JOSEPH WILKINSON

    Vice President & Managing DirectorCRD 5730945

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$26.4M in ETFs

Passive

90%

$23.8M

Active

4%

$2.6M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$6.8M235,08925.93%
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Location

Primary office

ANNAPOLIS, MD

ANNE ARUNDEL

Location

ANNAPOLIS, MD

Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ANNE ARUNDEL
Address
410 Severn Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth