WASHINGTON GROWTH STRATEGIES LLC

RIASEC RegisteredEst. 2014
Total AUM
$247M
Discretionary
$247M
100% of AUM
Avg account
$2.1M
Accounts
119
Employees
1
Advisory reps
1

Firm details

Headquarters
Washington, District of Columbia
CRD number
171774
Registered since
July 16, 2014
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI85.27%
  • Pooled Investment Vehicles6.96%
  • Corporations / Businesses5.73%
  • Individuals2.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Washington Growth Strategies LLC operates as a small hedge-fund–style RIA that concentrates on public equities while running a single private hedge fund and sponsoring pooled investment vehicles. The firm’s advisory activity covers separately managed accounts for individuals and small businesses as well as portfolio management for pooled vehicles where it can serve as sponsor, general partner, or managing member. Compensation combines a percentage-of-AUM base with performance-based fees, which aligns the firm’s economics with producing relative upside for investors. Investment preference tilts heavily toward equities—especially exchange-traded stocks and ETFs—while the firm also allocates to third-party alternative managers and direct alternative structures. Washington Growth Strategies is not positioned as an ESG-driven investor and operates under a concentrated, performance-focused mandate rather than a multi-state or broad retail advisory model.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 65%, Cash & Cash Equivalents 23%, Non-Exchange Traded Equities 6%, State & Local Bonds 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents23%
  • Non-Exchange Traded Equities6%
  • State & Local Bonds3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • COE MAGRUDER

    CEOCRD 1399157

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, 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
DISTRICT OF COLUMBIA
Address
1200 G St NW
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth