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The fee is billed in arrears and is negotiable.","source":"WASHBURN CAPITAL BROCHURE, filed 12 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Washburn Capital Management use?","answer":"Washburn Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $254M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Washburn Capital Management have?","answer":"Washburn Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Washburn Capital Management invest in?","answer":"At the end of its last fiscal year, Washburn Capital Management’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities and 21% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Washburn Capital Management?","answer":"Washburn Capital Management’s direct owners are Robert Washburn (50% to 75%) and David Washburn (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Washburn Capital Management get paid?","answer":"Washburn Capital Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}