Washburn Capital Management Inc.
● SEC registered since 2018CRD 125708SEC# 801-112874Vero Beach, FL
Reg. AUM
$253.6M
Employees
3
Accounts
524
Location
Vero Beach, FL
Washburn Capital Management Inc. assets under management
Washburn Capital Management Inc. is an SEC-registered investment adviser based in Vero Beach, FL. The firm has been registered since 2018. It reports $253.6 million in regulatory assets under management and employs 3 people.
Washburn Capital Management Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Washburn Control | President | 25-50% | 2025 |
| David James Washburn Control | Chief Compliance Officer | 25-50% | 2023 |
| Henry Habgood Control | Vice President | Under 5% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Washburn Capital Management Inc. manage?
Washburn Capital Management Inc. reports $253.6 million in regulatory assets under management on its Form ADV.
How many employees does Washburn Capital Management Inc. have?
Washburn Capital Management Inc. reports 3 employees.
Where is Washburn Capital Management Inc. located?
Washburn Capital Management Inc. is based in Vero Beach, FL and has been SEC-registered since 2018.
Does Washburn Capital Management Inc. disclose fund performance?
Washburn Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 70 Royal Palm Pointe, Suite C, Vero Beach, FL 32960 |
| Phone | 772-564-7291 |
| Fax | 772-564-7295 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1793923 |
| Discloses disciplinary history | No |
Regulatory AUM
$253.6M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$253.6Mregulatory AUM
Discretionary $253.6M