A personalized approach to investment advice and portfolio management.

A Florida-incorporated, SEC-registered investment advisor operating for our clients since 1997. Our senior advisors work directly with each client.

ABOUT WASHBURN CAPITAL

Washburn Capital Management is built around long-term client relationships and a fiduciary commitment to act in each client's best interests. We serve individuals and families, businesses, retirement accounts, trusts and estates, taking the time to understand each client's circumstances, objectives, and priorities. Our approach emphasizes thoughtful guidance, attentive service, and investment strategies shaped around the needs of each relationship.

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THE WASHBURN CAPITAL DIFFERENCE

Experienced advice without layers between you and your advisor.

Personalized Service

We take the time to understand each individual client's goals, needs, and circumstances.

Direct Access

Clients work directly with the senior advisors responsible for their portfolios. We treat each engagement as a collaborative partnership—open, transparent and built for the long term.

Exclusively Fee-Based Advice

We are compensated through advisory fees paid by our clients and do not receive commissions from investment product sales.

Long-Term Relationships

The practice is designed around continuity, personal attention and relationships that evolve as client goals change. We still have clients who started with us over 30 years ago.

ASSETS UNDER MANAGEMENT

$280M+

Custodied at Charles Schwab & Co., Inc.
As of 9/30/2026

YEARS ADVISING

29 yrs

Registered investment advisor since 1997

PRINCIPALS

Direct, personal access on every relationship

OUR SERVICES

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Asset Management

A personalized approach to managing and monitoring your investments, with portfolios built around your objectives, time horizon, and risk tolerance and adjusted as your needs evolve.

Equity Strategies

Customized equity portfolios designed for long-term growth, combining diversified ETF exposure with select individual stocks and ongoing active management.

Fixed Income Strategies

Thoughtfully constructed fixed income portfolios focused on income generation, capital preservation, diversification, and tax efficiency based on each client's individual needs.

Fiduciary Commitment

We are legally obligated to put our clients' interests first, providing advice with integrity and good faith while seeking to avoid or clearly disclose potential conflicts of interest.

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