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

Identifiers

SEC RIA File Number 801-68167
SEC ERA File Number 801-68167
SEC CIK Numbers 1650092
SEC CRD Numbers 144571
Legal Entity Identifier None

Principal Office

410 SEVERN AVENUE
BUILDING C, SUITE 216
ANNAPOLIS
MD
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 301-656-9035, Fax: 301-656-9037

Chief Compliance Officer

BRUCE KROMMINGA
410 SEVERN AVENUE
BUILDING C, SUITE 216
ANNAPOLIS
MD
United States
Tel: (301) 656-9036
Fax: (301) 656-9037
(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
(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

105020192020202120222023202420253 on 7/30/20193 on 2/24/20203 on 6/15/20203 on 2/16/20214 on 3/7/20224 on 2/23/20234 on 2/12/2024

RAUM, Historic

300M150M02019202020212022202320242025172252473 on 7/30/2019214325875 on 2/24/2020214325875 on 6/15/2020230409635 on 2/16/2021299391424 on 3/7/2022243782289 on 2/23/2023299845037 on 2/12/2024

No. Clients, Historic

2001000201920202021202220232024202594 on 7/30/2019101 on 2/24/2020101 on 6/15/202097 on 2/16/2021148 on 3/7/2022166 on 2/23/2023165 on 2/12/2024

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