RIA Intel›Advisers›Maryland›WESTBOURNE INVESTMENT ADVISORS INC.

WESTBOURNE INVESTMENT ADVISORS INC.

Advisory

N·ANNAPOLIS, MD

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$449M
1-Year AUM Growth
+19.8%
3-Year CAGR
+6.3%
Employees
6
Assets Under Management
Total AUM$449M
Discretionary AUM$449M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients189
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record35
First FilingJul 6, 2007
Latest FilingMar 3, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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