WASHBURN CAPITAL MANAGEMENT INC.
Adviser information for WASHBURN CAPITAL MANAGEMENT INC. last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 469 | $198.1M |
Non-Discretionary | 0 | $0 |
Total | 469 | $198.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 116 | $40.5M |
HNW Individuals | 56 | $146.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $7.6M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $3.2M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
70 ROYAL PALM POINTESUITE C
VERO BEACH
FL
United States
Monday - Friday, 9:00AM 5:00PM
Tel: 772 564-7291, Fax: 772 564-7295
Websites
Chief Compliance Officer
DAVID WASHBURN
VICE PRESIDENT
70 ROYAL PALM POINTE
SUITE C
VERO BEACH
FL
United States
Tel:
7725647291
Fax:
7725647295
D****@******************M
(Full email address available in API data)
Regulatory Contact
TRACEY ZACKS
OFFICE MANAGER
70 ROYAL PALM POINTE
SUITE C
VERO BEACH
FL
United States
Tel:
7725647291
Fax:
7725647295
T*****@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WASHBURN, ROBERT, EVERETT | Individual | – | PRESIDENT | 01/1997 | 50-75% |
WASHBURN, DAVID, JAMES | Individual | – | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | 01/2010 | 25-50% |
WASHBURN, DAVID, JAMES | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | 25-50% |
Habgood, Henry | Individual | – | VICE PRESIDENT | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBVIE INC | COM | 897K | 5K | – |
ADVANCED MICRO DEVICES INC | COM | 791K | 5K | – |
ALCOA CORP | COM | 909K | 23K | – |
ALPHABET INC | CAP STK CL C | 632K | 3K | – |
AMAZON COM INC | COM | 2M | 13K | – |
APPLE INC | COM | 4M | 19K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1000K | 2K | – |
CATERPILLAR INC | COM | 1M | 3K | – |
CHEVRON CORP NEW | COM | 423K | 3K | – |
COSTCO WHSL CORP NEW | COM | 3M | 3K | – |
ELI LILLY & CO | COM | 3M | 3K | – |
FIRST TR NAS100 EQ WEIGHTED | SHS | 319K | 3K | – |
FREEPORT-MCMORAN INC | CL B | 543K | 11K | – |
HOME DEPOT INC | COM | 1M | 4K | – |
INVESCO QQQ TR | UNIT SER 1 | 21M | 44K | – |
ISHARES TR | ISHARES SEMICDTR | 1M | 6K | – |
ISHARES TR | DOW JONES US ETF | 685K | 5K | – |
ISHARES TR | CORE S&P MCP ETF | 3M | 52K | – |
JPMORGAN CHASE & CO. | COM | 328K | 2K | – |
META PLATFORMS INC | CL A | 3M | 5K | – |
MICROSOFT CORP | COM | 4M | 8K | – |
MORGAN STANLEY | COM NEW | 639K | 7K | – |
NVIDIA CORPORATION | COM | 6M | 48K | – |
PALO ALTO NETWORKS INC | COM | 2M | 6K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 561K | 9K | – |
SELECT SECTOR SPDR TR | ENERGY | 1M | 16K | – |
SHOPIFY INC | CL A | 254K | 4K | – |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 13M | 32K | – |
SPDR S&P 500 ETF TR | TR UNIT | 34M | 62K | – |
SPDR SER TR | PORTFOLI S&P1500 | 277K | 4K | – |
UNITEDHEALTH GROUP INC | COM | 547K | 1K | – |
VALERO ENERGY CORP | COM | 390K | 2K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 456K | 2K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 25M | 94K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 3K | – |
VISA INC | COM CL A | 3M | 10K | – |