WESTBOURNE INVESTMENT ADVISORS INC.
CRD #144571 SEC #801-68167 ANNAPOLIS, MD 301-656-9035
SEC Registered
Total AUM
$359.1M
Discretionary
$359.1M
Employees
5
Clients
--
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $359.1M | $359.1M | $0 | 5 | 2 |
| Feb 2024 | $299.8M | $299.8M | $0 | 4 | 2 |
| Feb 2023 | $243.8M | $243.8M | $0 | 4 | 2 |
| Mar 2022 | $299.4M | $299.4M | $0 | 4 | 0 |
| Feb 2021 | $230.4M | $230.4M | $0 | 3 | 0 |
| Jun 2020 | $214.3M | $214.2M | $117.5K | 3 | 0 |
| Feb 2020 | $214.3M | $214.2M | $117.5K | 3 | 0 |
| Jul 2019 | $172.3M | $159.3M | $13M | 3 | 0 |
| Feb 2019 | $172.3M | $159.3M | $13M | 3 | 0 |
| Feb 2018 | $161M | $147M | $13.9M | 4 | 0 |
| Mar 2017 | $147.6M | $132.2M | $15.3M | 4 | 100 |
| Mar 2017 | $147.6M | $132.2M | $15.3M | 4 | 100 |
| Mar 2016 | $133.7M | $119.4M | $14.3M | 4 | 100 |
| Apr 2015 | $132.2M | $118.8M | $13.4M | 4 | 100 |
| Mar 2015 | $132.2M | $118.8M | $13.4M | 4 | 100 |
| Dec 2014 | $115.1M | $101.7M | $13.4M | 2 | 26 |
| May 2014 | $107.1M | $94.5M | $12.6M | 3 | 26 |
| Feb 2014 | $107.1M | $94.5M | $12.6M | 3 | 26 |
| Jan 2013 | $92.4M | $80.6M | $11.7M | 2 | 26 |
| Jan 2013 | $92.4M | $80.6M | $11.7M | 2 | 26 |
| Aug 2012 | $90M | $78.6M | $11.5M | 1 | 26 |
| Mar 2012 | $90M | $78.6M | $11.5M | 1 | 26 |
| Dec 2011 | $84.8M | $73.8M | $11M | 1 | 26 |
| May 2010 | $63.1M | $57.2M | $6M | 5 | -- |
| Mar 2010 | $63.1M | $57.2M | $6M | 5 | -- |
| Apr 2009 | $49.6M | $49M | $550K | 5 | -- |
| Apr 2009 | $51.6M | $46.5M | $5.1M | 5 | -- |
| Jan 2008 | $75M | $68.5M | $6.5M | 5 | -- |
| Jan 2008 | $75M | $68.5M | $6.5M | 5 | -- |
DateFeb 2025
Total AUM$359.1M
Discretionary$359.1M
Non-Disc.$0
Employees5
Clients2
DateFeb 2024
Total AUM$299.8M
Discretionary$299.8M
Non-Disc.$0
Employees4
Clients2
DateFeb 2023
Total AUM$243.8M
Discretionary$243.8M
Non-Disc.$0
Employees4
Clients2
DateMar 2022
Total AUM$299.4M
Discretionary$299.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$214.3M
Discretionary$214.2M
Non-Disc.$117.5K
Employees3
Clients0
DateFeb 2020
Total AUM$214.3M
Discretionary$214.2M
Non-Disc.$117.5K
Employees3
Clients0
DateJul 2019
Total AUM$172.3M
Discretionary$159.3M
Non-Disc.$13M
Employees3
Clients0
DateFeb 2019
Total AUM$172.3M
Discretionary$159.3M
Non-Disc.$13M
Employees3
Clients0
DateFeb 2018
Total AUM$161M
Discretionary$147M
Non-Disc.$13.9M
Employees4
Clients0
DateMar 2017
Total AUM$147.6M
Discretionary$132.2M
Non-Disc.$15.3M
Employees4
Clients100
DateMar 2017
Total AUM$147.6M
Discretionary$132.2M
Non-Disc.$15.3M
Employees4
Clients100
DateMar 2016
Total AUM$133.7M
Discretionary$119.4M
Non-Disc.$14.3M
Employees4
Clients100
DateApr 2015
Total AUM$132.2M
Discretionary$118.8M
Non-Disc.$13.4M
Employees4
Clients100
DateMar 2015
Total AUM$132.2M
Discretionary$118.8M
Non-Disc.$13.4M
Employees4
Clients100
DateDec 2014
Total AUM$115.1M
Discretionary$101.7M
Non-Disc.$13.4M
Employees2
Clients26
DateMay 2014
Total AUM$107.1M
Discretionary$94.5M
Non-Disc.$12.6M
Employees3
Clients26
DateFeb 2014
Total AUM$107.1M
Discretionary$94.5M
Non-Disc.$12.6M
Employees3
Clients26
DateJan 2013
Total AUM$92.4M
Discretionary$80.6M
Non-Disc.$11.7M
Employees2
Clients26
DateJan 2013
Total AUM$92.4M
Discretionary$80.6M
Non-Disc.$11.7M
Employees2
Clients26
DateAug 2012
Total AUM$90M
Discretionary$78.6M
Non-Disc.$11.5M
Employees1
Clients26
DateMar 2012
Total AUM$90M
Discretionary$78.6M
Non-Disc.$11.5M
Employees1
Clients26
DateDec 2011
Total AUM$84.8M
Discretionary$73.8M
Non-Disc.$11M
Employees1
Clients26
DateMay 2010
Total AUM$63.1M
Discretionary$57.2M
Non-Disc.$6M
Employees5
Clients--
DateMar 2010
Total AUM$63.1M
Discretionary$57.2M
Non-Disc.$6M
Employees5
Clients--
DateApr 2009
Total AUM$49.6M
Discretionary$49M
Non-Disc.$550K
Employees5
Clients--
DateApr 2009
Total AUM$51.6M
Discretionary$46.5M
Non-Disc.$5.1M
Employees5
Clients--
DateJan 2008
Total AUM$75M
Discretionary$68.5M
Non-Disc.$6.5M
Employees5
Clients--
DateJan 2008
Total AUM$75M
Discretionary$68.5M
Non-Disc.$6.5M
Employees5
Clients--