TrueAdvisor
TrueAdvisor
HH
HH

Henry Habgood

Washburn Capital Management INC.
6 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Washburn Capital Management INC.
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
184 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$237.3M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.80%

Advisory fee is negotiable, depending on individual client circumstances and at our discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

70 Royal Palm Pointe, Suite C, Vero Beach, FL, 32960

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History

Regulatory History (1)
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Customer Dispute
August 2025
Dismissed
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Henry is the treasurer for Pickleball University, responsible for reviewing the budget and projecting expenses/capital improvements. This activity requires minimal time and is not investment related.

Employment History
Current Registrations
Washburn Capital Management INC.
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Coastal Bridge Advisors
August 2019 - November 2021 · 2 yrs 3 mos
Hillview Capital Advisors, LLC
March 2018 - July 2019 · 1 yr 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.