Seattle, WA 6th Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
First Washington Corporation
Team
Firm-wide stats for First Washington Corporation
Clients per advisor
8 Very LowAvg AUM per client
$13,121,007 Very HighHNW client ratio
92% Very HighAbout
First Washington provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and retirement plans. The firm works with clients through personal discussions to identify goals, time horizons, risk tolerance and liquidity needs, and currently manages roughly $501 million for a relatively small client base of 24 accounts.
The firm’s investment process is fundamentally oriented with a growth‑at‑a‑reasonable‑price (GARP) philosophy that incorporates a value component across an all‑cap universe, and it emphasizes individual stocks, bonds, cash and cash alternatives when constructing portfolios. Portfolio managers use disciplined buy and sell guidelines, perform daily price monitoring and quarterly reviews, and consider trading activity and tax consequences when implementing changes.
Noteworthy features include its management of over $500 million of discretionary assets while serving a small number of accounts and operating with a compact advisory team and concentrated ownership (owned by Lewis Investors, LLC, with an individual indirectly holding 90% or more). The firm also uses a soft‑dollar arrangement with Bloomberg Tradebook to obtain market data and execution tools (including Bloomberg terminals and EMSX) and, by policy, does not vote client proxies, leaving proxy voting to clients.
Based on First Washington Corporation
Location
2001 6th Ave, Ste 3400
Seattle WA 98121
Advisors at this office
2
Advisors at this office
Brander R
CFA®
Seattle, WA
First Washington Corporation
Brander Richmond is a CFA® charterholder with 11 years of industry experience. He is currently with First Washington Corporation, where he has worked since 2025. His prior roles include positions at Fulcrum Capital, Coldstream Wealth Management, and Rainier Group Investment Advisory. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm follows a fundamentally oriented growth-at-a-reasonable-price (GARP) investment approach across an all-cap universe and manages approximately $501 million for a small client base.
David L
Series 63, Series 65
Seattle, WA
First Washington Corporation
David Lewis is a financial advisor with First Washington Corporation in Seattle, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with First Washington since 2003. Lewis serves as a trustee for the E. Maxwell Foundation, a Seattle-based organization that administers scholarships to Washington college students and oversees related investments. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a growth-at-a-reasonable-price investment approach across an all-cap universe and manages over $500 million for a small client base through a compact advisory team.
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