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| Washburn Capital Management Inc
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|---|---|
| CRD # | 125708 |
| SEC # | 801-112874 |
| CIK # | 0001793923 |
| AUM | 253.6 M (2026-02-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 772-564-7291 |
| Address | 70 Royal Palm Pointe Vero Beach, FL 32960 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| GE Vernova Inc | 4.0 | ||
| Nvidia Corp | 3.8 | ||
| Apple Inc | 3.4 | ||
| Microsoft Corp | 3.1 | ||
| Facebook Inc | 2.9 | ||
| Visa Inc | 2.8 | ||
| Amazon Com Inc | 2.5 | ||
| Broadcom Inc | 2.3 | ||
| Costco Wholesale Corp /NEW | 2.1 | ||
| Caterpillar Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 41.7 |
| (b) Individuals (high net worth individuals) | 67 | 196.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 10.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 253.6 |
| By Discretionary | ||
| Discretionary | 524 | 253.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 524 | 253.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.6 | |
| Total | 524 | 253.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001793923] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | 65-0723693 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Game Plan Financial Advisors LLC
✚
|
OH | 254.7 M |
|
O'Brien Investment Management LLC
✚
|
CA | 254.3 M |
|
Canty Financial Management Inc
✚
|
NY | 254.0 M |
|
Pollock Investment Advisory Corporation
✚
|
253.8 M | |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 253.7 M |
|
Transcend Advisor Group LLC
✚
|
WI | 253.2 M |
|
Corrado Advisors LLC
✚
|
NJ | 252.8 M |
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 252.5 M |
|
Taylor Securities Services Inc
✚
|
PA | 252.5 M |
|
Waycross Investment Management Company
✚
|
WA | 252.4 M |