AdvisorCensus / Financial advisors / District of Columbia / Washington / Washington Growth Strategies LLC
Washington Growth Strategies LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.
Quick answers
From the filingHow is Washington Growth Strategies LLC compensated?
On its Form ADV (Item 5.E, October 2026), Washington Growth Strategies LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Washington Growth Strategies LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 9, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Washington Growth Strategies LLC located?
Washington Growth Strategies LLC's principal office is in Washington, DC, according to its Form ADV.
Is Washington Growth Strategies LLC registered with the SEC or a state?
Washington Growth Strategies LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171774.
How much does Washington Growth Strategies LLC manage?
Washington Growth Strategies LLC reports $247,180,436 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).
How have Washington Growth Strategies LLC's assets and staff changed since 2021?
In the Form ADV data for Washington Growth Strategies LLC: Regulatory assets under management: $173,082,506 in the October 2021 data and $247,180,436 in the October 2026 data, up 43%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Washington Growth Strategies LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (17); corporations or other businesses not listed above (4).
Which custodians does Washington Growth Strategies LLC use?
Washington Growth Strategies LLC'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 Washington Growth Strategies LLC 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/171774
Does Washington Growth Strategies LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 9, 2026 says: "WGS requires each client to place at least $1,000,000 with the firm. This minimum may be waived in the discretion of WGS."
What changed in Washington Growth Strategies LLC's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 2 to 1. Registered or notice-filed in MA, MD.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
Generally, fees vary from 0.50% to 2.00% per annum of the market value of a client’s assets managed by WGS.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
WGS requires each client to place at least $1,000,000 with the firm. This minimum may be waived in the discretion of WGS.
As stated in the firm's Form ADV Part 2A brochure dated February 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$247,180,436 as of October 2026, filing dated February 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $247,180,436 | 1 | February 9, 2026 |
| October 2025 | $233,604,940 | 2 | March 13, 2025 |
| October 2024 | $206,359,023 | 2 | May 6, 2024 |
| October 2023 | $184,815,780 | 2 | March 6, 2023 |
| October 2022 | $200,832,100 | 1 | September 22, 2022 |
| October 2021 | $173,082,506 | 1 | April 5, 2021 |
Regulatory assets under management: $173,082,506 in the October 2021 data and $247,180,436 in the October 2026 data, up 43%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 2 to 1.
- Registered or notice-filed in MA, MD.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Washington Growth Strategies LLC (CRD 171774): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/washington-growth-strategies-llc-washington-dc-171774