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Washburn Capital Management Inc.

● SEC registered since 2018CRD 125708SEC# 801-112874Vero Beach, FL
Export (members)
Reg. AUM
$237.3M
Employees
3
Accounts
513
Location
Vero Beach, FL

Washburn Capital Management Inc. assets under management

Washburn Capital Management Inc. is an SEC-registered investment adviser based in Vero Beach, FL. The firm has been registered since 2018. It reports $237.3 million in regulatory assets under management and employs 3 people.
www.washburncapital.comView on SEC.gov ↗

Washburn Capital Management Inc. owners & executives

4 reported
NameTitleOwnershipSince
David James Washburn ControlChief Compliance Officer25-50%2023
David James Washburn ControlPresident25-50%2025
Henry Habgood ControlVice PresidentUnder 5%2024
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Frequently asked questions

How much does Washburn Capital Management Inc. manage?

Washburn Capital Management Inc. reports $237.3 million in regulatory assets under management on its Form ADV.

How many employees does Washburn Capital Management Inc. have?

Washburn Capital Management Inc. reports 3 employees.

Where is Washburn Capital Management Inc. located?

Washburn Capital Management Inc. is based in Vero Beach, FL and has been SEC-registered since 2018.

Does Washburn Capital Management Inc. disclose fund performance?

Washburn Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address70 Royal Palm Pointe, Suite C, Vero Beach, FL 32960
Phone772-564-7291
Fax772-564-7295
Office hours9:00a.m. 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1793923
Discloses disciplinary historyNo

Assets under management

Discretionary$237.3M
Non-discretionary$0
Total (RAUM)$237.3M