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- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-1979
- Office Locations
- 2
Office Locations
About First Washington Corporation
First Washington Corporation is a Seattle-based RIA with 2 offices. The firm has been operating for 47 years. Managing $501.2M in total assets under management, with 3 advisory representatives. They custody assets with US Bank.
Reported data analysis
What the numbers show
Between December 23, 2024 and December 18, 2025, reported AUM increased 17.2%, from $427.5M to $501.2M.
Across 5 reported observations, AUM increased 41.5% between December 17, 2021 and December 18, 2025, from $354.3M to $501.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 29 clients, or 9.7 clients per representative. That equates to $17.3M in reported AUM per client.
The profile lists 2 reported office locations and 47 years in operation. The source data was last updated on December 18, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full First Washington Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID DIXON LEWIS
Chairman
- CRD
- #1004661
- Ownership
- Less than 5%
TERESA ANN MCINTYRE
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN PHILLIP MORBECK
--
- CRD
- #339632
BRANDER LEE RICHMOND
--
- CRD
- #6310433
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
First Washington Corporation has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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First Washington Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.