WASHBURN CAPITAL MANAGEMENT INC.

70 Royal Palm Pointe
Suite C
Vero Beach, Florida 32960
Tel: 772 564-7291

About WASHBURN CAPITAL MANAGEMENT INC.

WASHBURN CAPITAL MANAGEMENT INC, formally registered with the SEC as WASHBURN CAPITAL MANAGEMENT INC. The firm was established in 04/20/2018. They have over 1 offices throughout the country.

WASHBURN CAPITAL MANAGEMENT INC. is a Vero Beach, Florida based Financial Planning firm with nearly $237,330,311 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125708
SEC#	801-112874
Assets Managed by Firm	$237,330,311
No. of Clients	513
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	513	$237,330,311
Individuals (other than high net worth individuals)	112	$41,104,793
High net worth individuals	65	$183,802,073
Charitable organizations	3	$8,518,004
Corporations or other businesses	4	$3,905,441

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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