Westbourne Investment Advisors Inc.

RIASEC RegisteredEst. 2007
Total AUM
$449M
Discretionary
$449M
100% of AUM
Avg account
$1M
Accounts
448
Employees
6
Advisory reps
6

Firm details

Headquarters
Annapolis, Maryland
CRD number
144571
Registered since
July 19, 2007
Website
wia1.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI88.98%
  • Individuals8.81%
  • Pension & Profit Sharing Plans1.44%
  • Charitable Organizations0.76%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Westbourne Investment Advisors Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2007 and operates as a corporate entity. The firm manages portfolios for individuals, families and select institutional clients, with a specific emphasis on portfolio management for individuals and small businesses. Its compensation mixes a percentage-of-assets model with fixed fees. Westbourne does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or a pension consultant. The firm lists an industry affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 82%, Investment Grade Corp Bonds 11%, Public Funds/Mutual Funds 5%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%82%
  • Exchange Traded Equities82%
  • Investment Grade Corp Bonds11%
  • Public Funds/Mutual Funds5%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Scot Labin

    Scot Labin

    Chief Investment OfficerCRD 2726188

  • Bruce Kromminga

    Bruce Kromminga

    Vice President, Chief Operating OfficerCRD 2575804

Contacts

3 of 4
  • Anthony Clark

    Anthony Clark

    Investment Advisor RepresentativeCRD 1593093

  • David Cunningham

    FounderCRD 839378

  • Joseph Wilkinson

    Joseph Wilkinson

    Vice President & Managing DirectorCRD 5730945

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$30.8M in ETFs

Passive

92%

$28.3M

Active

4%

$2.5M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$8.1M238,85226.22%
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Location

Primary office

Annapolis, MD

Anne Arundel

Location

Annapolis, MD

Headquartered in Annapolis, MD, 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
Anne Arundel
Address
410 Severn Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth