Washburn Capital Management Inc.

Washburn Capital Management Inc. (CRD# 125708) is a financial advisory firm headquartered in Vero Beach, FL. They manage $93,793,732 in 270 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $347,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NC, NH, RI

Financial Advisors at Washburn Capital Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David J. Washburn
CRD#: 5090167
3730 7th Terrace Suite 102, Vero Beach, FL 32960
96
Wealthminder
score

David Washburn (CRD# 5090167) is an Investment Advisor Representative working at Washburn Capital Management Inc. in Vero Beach, FL and has over 10 years of experience in the finance industry. David Washburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert E. Washburn
CRD#: 1510709
3730 7th Terrace Suite 102, Vero Beach, FL 32960
96
Wealthminder
score

Robert Washburn (CRD# 1510709) is an Investment Advisor Representative working at Washburn Capital Management Inc. in Vero Beach, FL and has over 30 years of experience in the finance industry. Robert Washburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Susan C. Washburn
CRD#: 5283315
3730 7th Terrace Suite 102, Vero Beach, FL 32960
96
Wealthminder
score

Susan Washburn (CRD# 5283315) is an Investment Advisor Representative working at Washburn Capital Management Inc. in Vero Beach, FL and has over 9 years of experience in the finance industry. Susan Washburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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