WASHBURN CAPITAL MANAGEMENT INC.

RIASEC RegisteredEst. 2018

Total AUM

$254M

Discretionary

$254M

100% of AUM

Avg account

$484K

Accounts

524

Employees

Advisory reps

Firm details

Headquarters: VERO BEACH, Florida
CRD number: 125708
Registered since: April 20, 2018
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI77.57%
Individuals16.45%
Charitable Organizations4.12%
Corporations / Businesses1.86%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Washburn Capital Management Inc. is a small, privately owned advisory firm that registered with the SEC in 2018 and operates as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional relationships, charging fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. Washburn reports it is not a multi-state adviser and does not identify as an active ESG investor. The firm’s public profile and regulatory filings classify it as an unclassified adviser rather than as a registered pension consultant or related adviser. It does not position itself as a capital allocator; rather, its investment program mixes public funds and third-party strategies to construct client portfolios.