{
  "crd_number": 125708,
  "slug": "washburn-capital-management-inc-vero-beach-fl-125708",
  "primary_business_name": "WASHBURN CAPITAL MANAGEMENT INC.",
  "legal_name": "WASHBURN CAPITAL MANAGEMENT INC.",
  "dbas": [],
  "city": "Vero Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "42680",
  "metro": {
    "cbsa_code": "42680",
    "common_name": "Sebastian",
    "msa_name": "Sebastian-Vero Beach-West Vero Corridor, FL",
    "path": "/advisors/fl/sebastian"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-20",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-12",
  "carried_forward": false,
  "raum_total": 253596379.0,
  "raum_discretionary": 253596379.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 10452953.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 41712003.0,
      "count": 113
    },
    "high_net_worth_individuals": {
      "raum": 196706052.0,
      "count": 67
    },
    "corporations_other_businesses": {
      "raum": 4725371.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "NH",
    "RI"
  ],
  "websites": [
    "https://washburncapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125708",
  "city_as_filed": "VERO BEACH",
  "url": "https://advisorcensus.com/firm/washburn-capital-management-inc-vero-beach-fl-125708",
  "display_name": "Washburn Capital Management Inc.",
  "summary": "Washburn Capital Management Inc. is an SEC-registered investment advisory firm in Vero Beach, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.",
  "citation": "AdvisorCensus. Washburn Capital Management Inc. (CRD 125708): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Washburn Capital Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Washburn Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Washburn Capital Management Inc. located?",
      "a": "Washburn Capital Management Inc.'s principal office is in Vero Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Washburn Capital Management Inc. registered with the SEC or a state?",
      "a": "Washburn Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 125708."
    },
    {
      "q": "How much does Washburn Capital Management Inc. manage?",
      "a": "Washburn Capital Management Inc. reports $253,596,379 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Washburn Capital Management Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Washburn Capital Management Inc.: Regulatory assets under management: $185,481,818 in the October 2021 data and $253,596,379 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Washburn Capital Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (67); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Washburn Capital Management Inc. use?",
      "a": "Washburn Capital Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Washburn Capital Management Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125708"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 185481818.0,
      "total_employees": 3,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 224668830.0,
      "total_employees": 4,
      "filing_date": "2022-07-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 186637289.0,
      "total_employees": 3,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 198070707.0,
      "total_employees": 4,
      "filing_date": "2024-02-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 237330311.0,
      "total_employees": 3,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 253596379.0,
      "total_employees": 3,
      "filing_date": "2026-02-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/washburn-capital-management-inc-vero-beach-fl-125708.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 113,
      "fewer_than_5": false,
      "raum": 41712003.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 196706052.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 10452953.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 4725371.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125708",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}