# Washburn Capital Management Inc.

> 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.

- CRD: 125708
- Filed as: WASHBURN CAPITAL MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vero Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125708
- AdvisorCensus page: https://advisorcensus.com/firm/washburn-capital-management-inc-vero-beach-fl-125708

## Quick answers

**How is Washburn Capital Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Washburn Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Washburn Capital Management Inc. located?**
Washburn Capital Management Inc.'s principal office is in Vero Beach, FL, according to its Form ADV.

**Is Washburn Capital Management Inc. registered with the SEC or a state?**
Washburn Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 125708.

**How much does Washburn Capital Management Inc. manage?**
Washburn Capital Management Inc. reports $253,596,379 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Washburn Capital Management Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Washburn Capital Management Inc. serve?**
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).

**Which custodians does Washburn Capital Management Inc. use?**
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.

**Does Washburn Capital Management Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $253,596,379
- Discretionary: $253,596,379
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $41,712,003 |
| High net worth individuals | 67 | $196,706,052 |
| Charitable organizations | 4 | $10,452,953 |
| Corporations or other businesses not listed above | 4 | $4,725,371 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NH, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- washburncapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $185,481,818 | 3 | August 25, 2021 |
| October 2022 | $224,668,830 | 4 | July 18, 2022 |
| October 2023 | $186,637,289 | 3 | March 23, 2023 |
| October 2024 | $198,070,707 | 4 | February 15, 2024 |
| October 2025 | $237,330,311 | 3 | February 26, 2025 |
| October 2026 | $253,596,379 | 3 | February 12, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washburn Capital Management Inc. (CRD 125708): Form ADV filing data as of October 2026.