Westbourne Investment Advisors Inc.

RIASEC Registered
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. The firm provides portfolio management for individuals and small businesses and serves both individual & family and institutional clients. Its advisory fees are charged as a percentage of assets under management and via fixed-fee arrangements. Westbourne does not market itself as an ESG-focused investor and is not organized as a capital allocator; it also lists accountants among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

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

$31.4M in ETFs

Passive

89%

$28M

Active

3%

$3.4M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$8.8M246,30128.22%
Unlock additional holdings →

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

Similar firms

MRE Management, LLC

RIA

Annapolis, MD

AUM $458MTEAM 7REPS 3

Curio Wealth, LLC

RIA

Annapolis, MD

AUM $461MTEAM 13REPS 8

Mdrn Capital

RIA

Annapolis, MD

AUM $339MTEAM 36REPS 29

HF Advisory Group, LLC

RIA

Annapolis, MD

AUM $322MTEAM 6REPS 2

1 North Wealth Services, LLC

RIA

Annapolis, MD

AUM $320MTEAM 5REPS 6

Valuewealth Services, LLC

RIA

Annapolis, MD

AUM $319MTEAM 4REPS 7
More RIAs in Annapolis →All Maryland RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth