AdvisorOS Directory
Claim Profile
Unclaimed Profile
DW

David James Washburn

WASHBURN CAPITAL MANAGEMENT INC.·VERO BEACH, Florida
Series 65Clean record20 years registeredWASHBURN CAPITAL MANAGEMENT INC.
70 ROYAL PALM POINTE, VERO BEACH, FL 32960CRD# 5090167Firm CRD# 125708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David James Washburn · VERO BEACH, FL
Registration
CRD #5090167 · WASHBURN CAPITAL MANAGEMENT INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

WASHBURN CAPITAL MANAGEMENT INC.
Feb 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 10, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WASHBURN CAPITAL MANAGEMENT INC.
CRD 125708 · SEC 801-112874
AUM
$198M
Regulatory assets under management
Employees
4
469 client accounts
Services offered by WASHBURN CAPITAL MANAGEMENT INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WASHBURN CAPITAL MANAGEMENT INC. →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VERO BEACH?

Browse all registered financial advisors in VERO BEACH, Florida or claim this profile if it's yours.

Browse VERO BEACH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David James Washburn offer?
David James Washburn specializes in Investment Management, Fee-Only Advisory. Contact their office in VERO BEACH, Florida for a consultation.
What are David James Washburn's credentials?
David James Washburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Washburn located?
David James Washburn is based in VERO BEACH, Florida, working with WASHBURN CAPITAL MANAGEMENT INC.. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does David James Washburn charge for services?
David James Washburn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASHBURN CAPITAL MANAGEMENT INC.?
WASHBURN CAPITAL MANAGEMENT INC. has approximately 4 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WASHBURN CAPITAL MANAGEMENT INC.

Henry Habgood
VERO BEACH, FL
Robert Everett Washburn
VERO BEACH, FL

More Advisors in VERO BEACH, Florida

Mark Richard Gruber
ARMOUR CAPITAL MANAGEMENT LP·VERO BEACH, FL
CFA
Angela Dawn Johnson
TREASURE COAST FINANCIAL PLANNING, INC.·VERO BEACH, FL
Gordon Mackay Harper
ARMOUR CAPITAL MANAGEMENT LP·VERO BEACH, FL
Carol Ligon Bieber
PROFESSIONAL ADVISORY SERVICES INC·VERO BEACH, FL
Veronica Alvarez Dowling
DOWLING CAPITAL MANAGEMENT, LLC·VERO BEACH, FL
Donald Liddell Twiss
GALLATIN & COMPANY, LLC·VERO BEACH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile