Washington Capital Management Inc

RIASEC RegisteredEst. 1978
Total AUM
$7.4B
Discretionary
$6.5B
88% of AUM
Avg account
$29.5M
Accounts
251
Employees
79
Advisory reps
16

Firm details

Headquarters
Seattle, Washington
CRD number
105253
Registered since
October 1, 1978
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 owned investment manager that dates back to its SEC registration in 1978. The firm acts as both an advisor and a sponsor of pooled investment vehicles, operating across strategies that include private equity and real estate alongside other fund products. Its client mix includes individuals and families as well as institutional investors, and it provides portfolio management for individuals, pooled vehicles, and institutional or business clients. Fee arrangements include asset-based fees, fixed and hourly fees, and performance-linked compensation. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser. It serves as sponsor, general partner, or managing member for pooled vehicles in addition to running discretionary and non-discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 42%, Investment Grade Corp Bonds 19%, Private Funds 13%, Exchange Traded Equities 12%, Non-Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 5%, State & Local Bonds 1%42%
  • US Government Bonds42%
  • Investment Grade Corp Bonds19%
  • Private Funds13%
  • Exchange Traded Equities12%
  • Non-Investment Grade Corp Bonds9%

Owners & executives

3 of 5
  • Michael Cheung

    Michael Cheung

    SVP, Chief Investment OfficerCRD 1768323

  • Cory Carlson

    Cory Carlson

    CEOCRD 4594715

  • Tracey Voll

    Tracey Voll

    SVP, Chief Compliance OfficerCRD 2272902

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Contacts

3 of 11
  • Brian Canion

    Vice PresidentCRD 3278424

  • Julie Greenough

    Julie Greenough

    AVPCRD 6927863

  • Brian Welch

    Brian Welch

    Vice President - Marketing and Client RelationsCRD 6818023

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 13

Active vs passive

$68.6M in ETFs

Passive

99%

$68.2M

Active

1%

$480K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$29.9M80,74943.53%

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
1200 6th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth