Washington Growth Strategies provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. The firm advises 1 private fund.
Washington Growth Strategies reports 40 clients. They include 18 high-net-worth individuals, 17 individual clients, and 4 corporations and other businesses. Nearly all assets ($247M across 113 accounts) are managed with discretion; $3.6K across 6 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 2% |
| High-net-worth individuals | 45% | 85% |
| Pooled investment vehicles | 3% | 7% |
| Corporations and other businesses | 10% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 17 | $5.05M | 2.0% | $297K |
| High-net-worth individuals | 18 | $211M | 85.3% | $11.7M |
| Pooled investment vehicles | 1 | $17.2M | 7.0% | $17.2M |
| Corporations and other businesses | Fewer than 5 | $14.2M | 5.7% | $3.54M |
| Total | 40 | $247M | 100% | — |
- Clients
- 17
- Regulatory AUM
- $5.05M
- AUM share
- 2.0%
- Avg. per client
- $297K
- Clients
- 18
- Regulatory AUM
- $211M
- AUM share
- 85.3%
- Avg. per client
- $11.7M
- Clients
- 1
- Regulatory AUM
- $17.2M
- AUM share
- 7.0%
- Avg. per client
- $17.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.2M
- AUM share
- 5.7%
- Avg. per client
- $3.54M
Total
- Clients
- 40
- Regulatory AUM
- $247M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Washington Growth Strategies charges 0.50%–2.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Coe Magruder owns 50% to 75% of Washington Growth Strategies. It has 1 employee.
Leadership
- Coe MagruderFounder, CEO and CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Washington Growth Strategies LLC
Coe Magruder
Control person · since August 2014
Washington Growth Strategies’ regulatory assets grew from $173M (April 2021) to $247M (February 2026); clients rose from 35 to 40 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $247M | 40 | 1 | 2 |
| March 2025 | $234M | 51 | 2 | 2 |
| May 2024 | $206M | 34 | 2 | 2 |
| March 2023 | $185M | 31 | 2 | 2 |
| February 2022 | $201M | 33 | 1 | 2 |
| April 2021 | $173M | 35 | 1 | 1 |
Besides its headquarters, Washington Growth Strategies has 1 office (1 private residence, listed without an address), with 1 listed address in District of Columbia.
District of Columbia · 1 listed address
- 1200 G Street NW, 8th Floor, WashingtonHQ
Contact and registration details
- Legal name
- Washington Growth Strategies LLC
- Headquarters
- 1200 G Street NW, 8th Floor, Washington, DC 20005
- Phone
- 202-740-0217
- SEC file
- 801-80069
- Structure
- Delaware LLC
- Fiscal year end
- December
Washington Growth Strategies uses Charles Schwab ($230M) as custodian for its separately managed accounts. Washington Growth Strategies has custody of $5.92K in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co. Inc. · San Francisco, CA · $230M100%
At year end, Washington Growth Strategies’ separately managed accounts were mostly in stocks (71%) and cash (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $180M across 62 positions; the largest are State Str SPDR S&P 500 ETF T (27.2%), iShares TR (6.6%) and Invesco Qqq TR (6.5%).
What the accounts hold
- Stocks71%
- Exchange-traded equities65%
- Non-exchange-traded equities6%
- Funds1%
- Bonds5%
- State and local bonds3%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash23%
Reported 13F holdings
- $180M
- Reported 13F value
- 62
- Positions
- 64.9%
- In the 10 largest
- +17.7%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit27.2%
- iShares TR · MSCI Emg Mkt ETF6.6%
- Invesco Qqq TR · Unit Ser 16.5%
- Select Sector SPDR TR · ST Str Finl ETF5.1%
- Global X Fds · US Infr Dev ETF4.1%
- Select Sector SPDR TR · ST Str Techn ETF3.8%
- iShares TR · iShares Semicdtr3.4%
- Vanguard Index Fds · Small CP ETF3.3%
- Vanguard World FD · Health Car ETF2.5%
- Select Sector SPDR TR · ST Str Energ ETF2.4%
Together, the ten largest are 64.9% of reported value.
How many clients does Washington Growth Strategies have?
Washington Growth Strategies has 40 clients and manages $247 million for them, as of February 2026. They include 18 high-net-worth individuals, 17 individual clients, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Washington Growth Strategies offer?
Washington Growth Strategies provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Washington Growth Strategies charge?
Washington Growth Strategies charges 0.50%–2.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Source: WASHINGTON GROWTH STRATEGIES PART 2A, filed 9 February 2026
Which custodians does Washington Growth Strategies use?
Washington Growth Strategies’ separately managed account assets are held at Charles Schwab & Co. Inc. (San Francisco, CA), with $230M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does Washington Growth Strategies have?
Washington Growth Strategies has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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
What does Washington Growth Strategies invest in?
At the end of its last fiscal year, Washington Growth Strategies’ separately managed accounts held 65% exchange-traded equities, 23% cash and equivalents, 6% non-exchange-traded equities, 3% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Washington Growth Strategies have a minimum investment?
Yes, Washington Growth Strategies’ minimum account size for its Asset Management is $1M.
Source: WASHINGTON GROWTH STRATEGIES PART 2A, filed 9 February 2026
Who owns Washington Growth Strategies?
Washington Growth Strategies’ direct owner is Coe Magruder (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Washington Growth Strategies get paid?
Washington Growth Strategies is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Washington Growth Strategies registered with the SEC?
Yes, Washington Growth Strategies has been registered with the SEC as an investment adviser since 16 July 2014. Its CRD number is 171774 and its SEC file number is 801-80069.
Source: Form ADV Part 1A, Item 1, filed 9 February 2026; IAPD firm record
How do I contact Washington Growth Strategies?
Washington Growth Strategies’ main office is at 1200 G Street NW, 8th Floor, Washington, DC 20005. Its phone number is 202-740-0217. Its website is washingtongrowthstrategies.com.