President · Washburn Capital Management Inc.
David J. Washburn
CRD 5090167 · Named on Form ADV at one SEC-registered adviser
At a glance
Washburn Capital Management Inc., an SEC-registered wealth manager based in Vero Beach, FL with $254 million in regulatory assets, lists David J. Washburn on its Form ADV as President, a control person.
Firms and roles
- Washburn Capital Management Inc.PresidentWealth manager · Vero Beach, FL · $254M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Robert E. WashburnFounder, Washburn Capital Management Inc.
- Henry HabgoodVice President, Washburn Capital Management Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.