Washburn Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$238,418,055
Clients
180
Advisors
3
of 3 employees
About
The firm provides discretionary portfolio management and investment advice to individuals (including high‑net‑worth clients), trusts, foundations, retirement plans and other entities, charging percentage‑of‑assets‑under‑management fees and managing roughly $237 million across about 177 client relationships. It advises across a broad set of investments — equities, corporate and municipal debt, mutual funds, ETFs (including digital asset ETFs), options and other derivatives — and may trade on margin; the brochure notes the firm does not participate in wrap fee programs.
Portfolios are customized using client suitability information and employ asset‑allocation principles alongside fundamental, cyclical, technical analysis and modern portfolio theory, with ongoing monitoring and at least annual formal account reviews. The firm uses both long‑term and short‑term purchase strategies as appropriate and allows clients to impose written investment restrictions on their accounts.
Distinctive characteristics include managing a relatively large AUM with a three‑advisor team and an explicit inclusion of digital asset exposure — the brochure discloses advice or investments in digital asset ETFs and, in some cases, direct digital coins/tokens while calling out custody and regulatory considerations that can differ from traditional securities. The firm also routinely requires clients to custody assets at a single qualified custodian and discloses the use of options, derivatives and margin, which are operational and risk features prospective clients may wish to evaluate.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually Above $1,000,000+: 0.80% annually
Main office
70 Royal Palm Pointe, Suite C
Vero Beach FL 32960
Advisors at this office
3
Most active in
Florida · Massachusetts · New Hampshire · Rhode Island
Also doing business as
Paradigm Of Indian River, Inc. · Washburn Capital Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David W
CFP®, Series 65
Vero Beach, FL
Washburn Capital Management Inc.
David Washburn is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. He has been with Washburn Capital Management, Inc. since 2005. The firm provides discretionary portfolio management and investment advice to individuals, trusts, foundations, retirement plans, and other entities, managing approximately $237 million across about 177 client relationships. Washburn Capital Management employs a broad investment approach, including equities, debt, mutual funds, ETFs (including digital asset ETFs), options, and derivatives, and customizes portfolios using asset-allocation principles alongside fundamental, cyclical, and technical analysis.
Henry H
Series 65
Vero Beach, FL
Washburn Capital Management Inc.
Henry Habgood is a financial advisor at Washburn Capital Management Inc. with seven years of industry experience. He holds a Series 65 designation and has worked prior at firms including Brown Advisory and Coastal Bridge Advisors. Outside of his advisory role, he serves as treasurer for Pickleball University in Vero Beach, Florida. Washburn Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, foundations, and retirement plans. The firm manages approximately $237 million using customized portfolios that incorporate a broad range of investments and include exposure to digital asset ETFs and derivatives.
Robert W
CFP®, Series 63
Vero Beach, FL
Washburn Capital Management Inc.
Robert Washburn is a CFP® with 23 years of industry experience. He has been with Washburn Capital Management, Inc. since 2005. Washburn Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, foundations, retirement plans, and other entities. The firm manages approximately $237 million across 177 client relationships, employing a range of investment strategies including equities, bonds, mutual funds, ETFs (including digital asset ETFs), options, and other derivatives.
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