Westbourne Investment Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Annapolis, MD. Its latest Form ADV filing, dated March 3, 2026, reports $449M in regulatory assets under management, 6 employees, and 448 accounts.
Assets Under Management
$449M
Employees
6
Offices
--
Total Clients
203
Primary office
ANNAPOLIS, MD
410 SEVERN AVENUE, STE 409, ANNAPOLIS, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
119
2
HNWI
33.5%
68
3
Charitable
4.4%
9
4
Pension Plans
3.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$449Mas of March 3, 2026
Discretionary100.0%
$449M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$449M
Total Accounts448
10Y AUM Change+$301M (+204.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change+2 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.