$501.2M Total AUM
$501.2M Disc. AUM
24.1% 3Y CAGR
5 Employees
29 ADV. Clients
46 yrs Firm Age
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- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-1979
- Office Locations
- 2
Office Locations
2001 6TH AVE STE 3400 Seattle WA
601 Union Street, Suite 3701 Seattle WA
About First Washington Corporation
First Washington Corporation is a Seattle-based RIA with 2 offices. The firm has been operating for 46 years. Managing $501.2M in total assets under management, with 3 advisory representatives. They custody assets with US Bank. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$167.1M AVG AUM / ADVISOR
$17.3M AVG AUM / CLIENT
14.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
46yrs Firm Age
Insights
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Asset Classes
Vital ridge Quantum vector
Client Personas
Fusion timber
Investment Themes
Element north Pathway
Investment Vehicles
Oak
Services
Wave
Owner & Executives
DAVID DIXON LEWIS
Chairman
- CRD
- #1004661
- Ownership
- Less than 5%
(531) 609-9210
vertex.focus@crestcapital.com
in linkedin.com/in/wave-radial
T
TERESA ANN MCINTYRE
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
(518) 477-8510
eagle.optima@pioneercapital.com
in linkedin.com/in/pathway-summit
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOHN PHILLIP MORBECK
--
- CRD
- #339632
(693) 622-8911
atlas.wave@bridgecapital.com
in linkedin.com/in/beacon-harbor
BRANDER LEE RICHMOND
--
- CRD
- #6310433
(454) 792-3175
atlas.foundation@radialcapital.com
in linkedin.com/in/quantum-harbor
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $501,201,045 | $17,282,795 |
| Non-Discretionary | $0 | -- |
| Total | $501,201,045 | $17,282,795 |
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Separately Managed Accounts
Total SMA Asset: $501,201,045
Equity - Exchange:
13.6% Cash:
24.3% U.S. Government/Agency:
62.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $198,200,251 | 13.6% |
| Cash | $354,137,214 | 24.3% |
| U.S. Government/Agency | $905,017,325 | 62.1% |
| Total | $1,457,354,790 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER EAGLE | EMBER PIONEER | V6PDBOYMP | YTYZ | 7.77% | $11,998,083 |
| VITAL CREST UNISON | INSIGHT RADIAL | 3NYJ0BMIG | AXMDL | 6.87% | $30,608,086 |
| CREST DELTA INSIGHT | INSIGHT MATRIX | WEB6M20AS | CVO | 9.58% | $69,366,227 |
| INSIGHT HORIZON RIDGE | MOMENTUM WAVE | MN69TJ5IC | IAP | 6.59% | $61,036,679 |
| LEGACY CREST | FOUNDATION NORTH | LLHS6VIMV | WPCSM | 7.68% | $105,161,206 |
| OPTIMA ZENITH | VALUE VITAL | MDDUURO2B | DDHHB | 5.30% | $116,108,268 |
| MERIDIAN MERIDIAN | PATHWAY VECTOR | T06QZKHE5 | CQB | 8.17% | $47,548,967 |
| FUSION VITAL QUANTUM | INSIGHT PIONEER | LLOBJUJ9P | WDY | 4.82% | $91,528,770 |