WASHINGTON CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 105253
- Registered since
- October 1, 1978
- Website
- www.wa-cap.com
- 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
FINTRXOverview
Washington Capital Management Inc. is a corporation that has been SEC-registered since 1978 and is owned by an individual. The firm operates as a multifaceted fund manager with active roles across private equity and real estate fund strategies, and it also functions as an “other” fund provider. Its client base includes both individual and family clients as well as institutional investors. Compensation arrangements are mixed — the firm charges percentage-of-AUM fees and can also bill hourly, fixed fees, performance-based fees and other structures depending on the engagement. On the advisory side, Washington Capital Management provides portfolio management for individuals and small businesses, for pooled investment vehicles, and for business or institutional clients. It acts in sponsor and general partner roles for certain pooled vehicles (sponsor of LP and sponsor/GP/managing member of pooled investment vehicles). The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- US Government Bonds42%
- Investment Grade Corp Bonds19%
- Private Funds13%
- Exchange Traded Equities12%
- Non-Investment Grade Corp Bonds9%
Owners & executives
3 of 5TRACEY VOLL
SVP, Chief Compliance OfficerCRD 2272902
ROBERT KOVECS
SVP, Chief Financial OfficerCRD 2852655
MELVIN MORGAN
Chief Investment OfficerCRD 8057351
Contacts
3 of 11ROBIN DEAN
SVP, Portfolio ManagerCRD 8237612
STEPHEN HAMILTON
Vice President, Marketing & Client RelationsCRD 3173162
Jenny Gage
SVPCRD 7353919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$50.4M in ETFs
100%
$50.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.7M | 86,461 | 55.06% |
Location
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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