WESTBOURNE INVESTMENT ADVISORS INC.
Adviser information for WESTBOURNE INVESTMENT ADVISORS INC. last updated from Form ADV on February 12th, 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 | Virginia, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
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 | 378 | $299.8M |
Non-Discretionary | 0 | $0 |
Total | 378 | $299.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 108 | $37.4M |
HNW Individuals | 51 | $260.9M |
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 | <5 | $413,119 |
Charitable organizations | 6 | $1.2M |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
410 SEVERN AVENUEBUILDING C, SUITE 216
ANNAPOLIS
MD
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 301-656-9035, Fax: 301-656-9037
Websites
Chief Compliance Officer
BRUCE KROMMINGA
410 SEVERN AVENUE
BUILDING C, SUITE 216
ANNAPOLIS
MD
United States
Tel:
(301) 656-9036
Fax:
(301) 656-9037
B****@************************M
(Full email address available in API data)
Regulatory Contact
SCOT EDWARD LABIN
PRESIDENT
410 SEVERN AVENUE
BUILDING C, SUITE 216
ANNAPOLIS
MD
United States
Tel:
301 656-9035
Fax:
301-656-9037
S***@************************M
(Full email address available in API data)
Industry Affiliates
LEVIN & COMPANY | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LABIN, SCOT, EDWARD | Individual | – | PRESIDENT | 12/2018 | 50-75% |
KROMMINGA, BRUCE, STEVEN | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2018 | < 5% |
WILKINSON, JOSEPH, CHRISTOPHER | Individual | – | VICE PRESIDENT | 02/2018 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AON PLC | SHS CL A | 264 | 900 | 0 |
ACCENTURE PLC IRELAND | SHS CLASS A | 5K | 18K | 0 |
EATON CORP PLC | SHS | 536 | 2K | 0 |
FERGUSON PLC NEW | SHS | 5K | 26K | 0 |
CHUBB LIMITED | COM | 4K | 17K | 0 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 5K | 49K | 0 |
ABBOTT LABS | COM | 807 | 8K | 0 |
ABBVIE INC | COM | 1K | 8K | 0 |
AIR PRODS & CHEMS INC | COM | 464 | 2K | 0 |
ALPHABET INC | CAP STK CL C | 2K | 10K | 0 |
ALPHABET INC | CAP STK CL A | 17K | 96K | 0 |
ALTRIA GROUP INC | COM | 733 | 16K | 0 |
AMAZON COM INC | COM | 5K | 27K | 0 |
AMERICAN EXPRESS CO | COM | 555 | 2K | 0 |
ELEVANCE HEALTH INC | COM | 6K | 12K | 0 |
APPLE INC | COM | 19K | 91K | 0 |
APPLIED MATLS INC | COM | 700 | 3K | 0 |
BANK AMERICA CORP | COM | 10K | 257K | 0 |
BOEING CO | COM | 331 | 2K | 0 |
BOOZ ALLEN HAMILTON HLDG COR | CL A | 7K | 46K | 0 |
BRISTOL-MYERS SQUIBB CO | COM | 207 | 5K | 0 |
BUMBLE INC | COM CL A | 4K | 351K | 0 |
CSX CORP | COM | 380 | 11K | 0 |
CVS HEALTH CORP | COM | 343 | 6K | 0 |
CAPITAL ONE FINL CORP | COM | 912 | 7K | 0 |
CARLYLE GROUP INC | COM | 221 | 6K | 0 |
CENTENE CORP DEL | COM | 5K | 69K | 0 |
CITIGROUP INC | COM NEW | 5K | 78K | 0 |
COCA COLA CO | COM | 548 | 9K | 0 |
CONOCOPHILLIPS | COM | 1K | 10K | 0 |
DISNEY WALT CO | COM | 456 | 5K | 0 |
DOCUSIGN INC | COM | 3K | 48K | 0 |
EXPEDIA GROUP INC | COM NEW | 6K | 44K | 0 |
EXXON MOBIL CORP | COM | 2K | 16K | 0 |
META PLATFORMS INC | CL A | 14K | 28K | 0 |
FISERV INC | COM | 718 | 5K | 0 |
GE AEROSPACE | COM NEW | 313 | 2K | 0 |
GENERAL MLS INC | COM | 253 | 4K | 0 |
GOLDMAN SACHS GROUP INC | COM | 9K | 19K | 0 |
HOME DEPOT INC | COM | 6K | 17K | 0 |
HONEYWELL INTL INC | COM | 542 | 3K | 0 |
INTEL CORP | COM | 402 | 13K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 318 | 2K | 0 |
ISHARES TR | CORE S&P500 ETF | 812 | 1K | 0 |
JPMORGAN CHASE & CO. | COM | 2K | 8K | 0 |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 206 | 4K | 0 |
JOHNSON & JOHNSON | COM | 1K | 8K | 0 |
L3HARRIS TECHNOLOGIES INC | COM | 359 | 2K | 0 |
ELI LILLY & CO | COM | 1K | 2K | 0 |
LOWES COS INC | COM | 2K | 8K | 0 |
MCDONALDS CORP | COM | 734 | 3K | 0 |
MERCK & CO INC | COM | 1K | 8K | 0 |
METHANEX CORP | COM | 5K | 109K | 0 |
MICROSOFT CORP | COM | 21K | 46K | 0 |
MONDELEZ INTL INC | CL A | 702 | 11K | 0 |
MOODYS CORP | COM | 1K | 3K | 0 |
MORGAN STANLEY | COM NEW | 7K | 76K | 0 |
NETFLIX INC | COM | 6K | 9K | 0 |
NORFOLK SOUTHN CORP | COM | 724 | 3K | 0 |
ONEOK INC NEW | COM | 245 | 3K | 0 |
PAYCHEX INC | COM | 5K | 45K | 0 |
PEPSICO INC | COM | 2K | 10K | 0 |
PFIZER INC | COM | 554 | 20K | 0 |
PHILIP MORRIS INTL INC | COM | 2K | 16K | 0 |
PHILLIPS 66 | COM | 830 | 6K | 0 |
PROCTER AND GAMBLE CO | COM | 1K | 8K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 2K | 3K | 0 |
SALESFORCE INC | COM | 5K | 21K | 0 |
SCHWAB CHARLES CORP | COM | 9K | 120K | 0 |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 5K | 47K | 0 |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 3K | 38K | 0 |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 650 | 4K | 0 |
SELECT SECTOR SPDR TR | FINANCIAL | 983 | 24K | 0 |
SNAP INC | CL A | 5K | 325K | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 314 | 568 | 0 |
THOMSON REUTERS CORP. | COM | 327 | 2K | 0 |
3M CO | COM | 206 | 2K | 0 |
TOAST INC | CL A | 6K | 231K | 0 |
TRUST FOR PROFESSIONAL MANAG | CROSSINGBRDG PRE | 0 | 30K | 0 |
UBER TECHNOLOGIES INC | COM | 14K | 187K | 0 |
UNION PAC CORP | COM | 645 | 3K | 0 |
UNITEDHEALTH GROUP INC | COM | 2K | 3K | 0 |
VALERO ENERGY CORP | COM | 7K | 47K | 0 |
VISA INC | COM CL A | 1K | 4K | 0 |
WALMART INC | COM | 261 | 4K | 0 |
YUM BRANDS INC | COM | 210 | 2K | 0 |