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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-2007
- Office Locations
- 1
Office Locations
About Westbourne Investment Advisors Inc.
Westbourne Investment Advisors is an independent fiduciary RIA providing comprehensive financial planning, retirement planning, and discretionary investment management. The firm appears to run ETF-centric portfolios alongside fixed income allocations and supports both retail and institutional relationships. Reported custody includes Charles Schwab, which may matter for platform and trading alignment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SCOT EDWARD LABIN
Managing Director, President
- CRD
- #2726188
- Ownership
- 50% but less than 75%
JOSEPH CHRISTOPHER WILKINSON
Managing Director, VICE PRESIDENT
- CRD
- #5730945
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ANTHONY STUART CLARK
--
- CRD
- #1593093
DAVID HAMMOND CUNNINGHAM
Senior Advisor
- CRD
- #839378
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $448,793,999 | $1,001,772 |
| Non-Discretionary | $0 | -- |
| Total | $448,793,999 | $1,001,772 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | 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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