A complete list of active advisors currently associated with Washburn Capital Management Inc.
Warmer can help you find a great advisor at Washburn Capital Management Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Washburn Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Vero Beach, FL
| 6
| |
Vero Beach, FL
| 20
| |
Vero Beach, FL
| 23
|
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