CRD: 125708
Washburn Capital Management Inc.
$253.6M Total AUM
$253.6M Disc. AUM
3.5% 3Y CAGR
3 Employees
188 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2003
- Office Locations
- 1
Office Locations
70 Royal Palm Pointe Suite C Vero Beach FL
About Washburn Capital Management Inc.
Washburn Capital Management Inc. is a Vero Beach-based RIA. The firm has been operating for 23 years. Managing $253.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
82 AVG AGE
$84.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
15.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT EVERETT WASHBURN
FOUNDER, President
- CRD
- #1510709
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DAVID JAMES WASHBURN
President, Vice President
- CRD
- #5090167
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,596,379 | $483,963 |
| Non-Discretionary | $0 | -- |
| Total | $253,596,379 | $483,963 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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