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WASHINGTON AVENUE ADVISORS
Legal name: WASHINGTON AVENUE ADVISORS, LLC
CRD 307002File 801-118372
APPROVED
Retail clients
Disclosure events
Filing as of May 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$336.9M
Below cohort median (national)
Discretionary AUM
$318.1M
Non-discretionary $18.9M
Clients
689
1,432 accounts
Employees
11
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 17, 2020
- Principal office
- 1146 SOUTH WASHINGTON AVENUE, LANSING, MI, 48910
- Phone
- 844-678-1842
- Website
- http://www.waadvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $336.9M
- Discretionary AUM
- $318.1M
- Non-discretionary AUM
- $18.9M
- Discretionary accounts
- 1,398
- Non-discretionary accounts
- 34
- Total accounts
- 1,432
- AUM per client
- $489K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.4M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $9.2M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 83 | $157.4M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 19 | $22.9M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 579 | $144.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2026 | Clients | 686 | 689 | increased by3 |
| Apr 1, 2026 | AUM | $286,572,737 | $336,947,656 | increased by$50,374,919 |
| Apr 1, 2026 | Accounts | 1,348 | 1,432 | increased by84 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 449 | 686 | increased by237 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $187,149,526 | $286,572,737 | increased by$99,423,211 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 928 | 1,348 | increased by420 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 335 | 449 | increased by114 |
| Apr 1, 2022 | AUM | $160,000,000 | $187,149,526 | increased by$27,149,526 |
| Apr 1, 2022 | Accounts | 325 | 928 | increased by603 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WASHINGTON AVENUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WASHINGTON AVENUE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.