# 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.

- CRD: 171774
- Filed as: WASHINGTON GROWTH STRATEGIES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171774
- AdvisorCensus page: https://advisorcensus.com/firm/washington-growth-strategies-llc-washington-dc-171774

## Quick answers

**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.

**How much does Washington Growth Strategies LLC charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### 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: $247,180,436
- Discretionary: $247,176,839
- Non-discretionary: $3,597

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $5,049,387 |
| High net worth individuals | 18 | $210,760,016 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $17,211,729 |
| Corporations or other businesses not listed above | 4 | $14,159,304 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, MA, MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- washingtongrowthstrategies.com
- X @WGStrategies

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $173,082,506 | 1 | April 5, 2021 |
| October 2022 | $200,832,100 | 1 | September 22, 2022 |
| October 2023 | $184,815,780 | 2 | March 6, 2023 |
| October 2024 | $206,359,023 | 2 | May 6, 2024 |
| October 2025 | $233,604,940 | 2 | March 13, 2025 |
| October 2026 | $247,180,436 | 1 | February 9, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washington Growth Strategies LLC (CRD 171774): Form ADV filing data as of October 2026.