WAYNEFIREBAUGH, INC.

RIASEC Registered
Total AUM
$90M
Discretionary
$77.8M
86% of AUM
Avg account
$222K
Accounts
405
Employees
3
Advisory reps
1

Firm details

Headquarters
ROANOKE, Virginia
CRD number
138731
Custodians
LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • HNWI72.49%
  • Individuals21.45%
  • Pension & Profit Sharing Plans6.06%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Waynefirebaugh, Inc. is an independent registered investment adviser operating as a corporate entity with an individual owner. The firm positions itself as a capital allocator for both individual and institutional clients, offering financial planning and discretionary portfolio management across households, small businesses and larger institutional relationships. Advisory services listed include financial planning, portfolio management for individuals and businesses, pension consulting and selection of third‑party advisers. The firm also conducts other financial product sales activity and charges clients through a mix of percentage‑of‑AUM fees, hourly charges and other arrangements. Investment implementation appears to favor pooled public vehicles and managed accounts rather than heavy direct trading of individual securities. Waynefirebaugh, Inc. acts as a selector and allocator of external managers when appropriate, consistent with its pension consulting and adviser‑selection activities.

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: Public Funds/Mutual Funds 72%, Exchange Traded Equities 22%, Cash & Cash Equivalents 3%, Derivatives 2%, Private Funds 1%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities22%
  • Cash & Cash Equivalents3%
  • Derivatives2%
  • Private Funds1%

Contacts

1 of 1
  • JERRY FIREBAUGH

    FounderCRD 2872758

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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Location

Primary office

ROANOKE, VA

ROANOKE CITY

Location

ROANOKE, VA

Headquartered in ROANOKE, VA, in the South of the United States.

Region
South
County
ROANOKE CITY
Address
111 Campbell Ave SW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth