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Washington Growth Strategies LLC

Washington, DCSEC-registered investment adviserCRD 171774

Filed as 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.

12 years
registered since 2014
$247,180,436
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How 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 2A

Asset-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

$247,180,436 as of October 2026, filing dated February 9, 2026.

Discretionary: $247,176,839.Non-discretionary: $3,597.

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.D
Individuals (other than high net worth individuals)
Clients 17 Assets $5,049,387 (2%)
High net worth individuals
Clients 18 Assets $210,760,016 (85%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $17,211,729 (7%)
Corporations or other businesses not listed above
Clients 4 Assets $14,159,304 (6%)

A 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
DCFLMAMDTXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$173M 2021 $201M 2022 $185M 2023 $206M 2024 $234M 2025 $247M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$247,180,4361February 9, 2026
October 2025$233,604,9402March 13, 2025
October 2024$206,359,0232May 6, 2024
October 2023$184,815,7802March 6, 2023
October 2022$200,832,1001September 22, 2022
October 2021$173,082,5061April 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
  1. 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.I
washingtongrowthstrategies.com

Source: 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