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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.