Westbourne Investment Advisors Inc.
● SEC registered since 2007CRD 144571SEC# 801-68167Annapolis, MD
Reg. AUM
$448.8M
Employees
6
Accounts
448
Location
Annapolis, MD
Westbourne Investment Advisors Inc. assets under management
Westbourne Investment Advisors Inc. is a registered investment adviser overseen by the SEC based in Annapolis, MD. The firm has been registered since 2007. It reports $448.8 million in regulatory assets under management and employs 6 people.
Westbourne Investment Advisors Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Steven Kromminga Control | Chief Compliance Officer | Under 5% | 2018 |
| Joseph Christopher Wilkinson Control | Vice President | 25-50% | 2018 |
| Scot Edward Labin Control | President | 50-75% | 2018 |
Frequently asked questions
How much does Westbourne Investment Advisors Inc. manage?
Westbourne Investment Advisors Inc. reports $448.8 million in regulatory assets under management on its Form ADV.
How many employees does Westbourne Investment Advisors Inc. have?
Westbourne Investment Advisors Inc. reports 6 employees.
Where is Westbourne Investment Advisors Inc. located?
Westbourne Investment Advisors Inc. is based in Annapolis, MD and has been SEC-registered since 2007.
Does Westbourne Investment Advisors Inc. disclose fund performance?
Westbourne Investment Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 410 Severn Avenue, Ste 409, Annapolis, MD 21403 |
| Phone | 301-656-9035 |
| Fax | 301-656-9037 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$448.8M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$448.8Mregulatory AUM
Discretionary $448.8M