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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GOODWYN, BARBARA, HOLLOWAY | I | DIRECTOR | NA | Control |
| GOODWYN, BARBARA, HOLLOWAY | I | DIRECTOR | NA | Control |
| GOODWYN, WILFRED, LACY | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GOODWYN, WILFRED, LACY | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GOODWYN, WILFRED, LACY | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GOODWYN, WILFRED, LACY | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GOODWYN, WILFRED, LACY | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GOODWYN, WILFRED, LACY | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GOODWYN, WILFRED, LACY | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | VICE PRESIDENT | NA | |
| KROMMINGA, BRUCE, STEVEN | I | VICE PRESIDENT | NA | |
| KROMMINGA, BRUCE, STEVEN | I | VICE PRESIDENT | NA | |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KROMMINGA, BRUCE, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LONG, ROBERT, EUGENE | I | DIRECTOR | NA | |
| LONG, ROBERT, EUGENE | I | DIRECTOR | NA | |
| LONG, ROBERT, EUGENE | I | DIRECTOR | NA | |
| LONG, ROBERT, EUGENE | I | DIRECTOR | NA | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | NA | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | NA | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | NA | |
| SPEAKMAN, WILLIAM, H. | I | SEC./TREAS. | NA | |
| SPEAKMAN, WILLIAM, H. | I | SEC./TREAS. | NA | |
| SPEAKMAN, WILLIAM, H. | I | SEC./TREAS. | NA | |
| SPEAKMAN, WILLIAM, H. | I | SEC./TREAS. | NA | |
| SPEAKMAN, WILLIAM, H. | I | SEC./TREAS. | NA | |
| SPEAKMAN, WILLIAM, H. | I | SEC./TREAS. | NA | |
| SPEAKMAN, WILLIAM, H. | I | SEC./TREAS. | NA | |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | E | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | D | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | D | Control |
| LABIN, SCOT, EDWARD | I | DIRECTOR OF RESEARCH | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| LABIN, SCOT, EDWARD | I | PRESIDENT | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| WESTBOURNE ASSOCIATES INC. | DE | MAJORITY OWNER | D | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT | C | |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT | C | |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT | C | |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT | C | |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT | C | |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT | C | |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT | C | |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | C | Control |
| CUNNINGHAM, DAVID, HAMMOND | I | PRESIDENT, DIRECTOR, COO, AND CHIEF COMPLIANCE OFFICER | C | Control |
| LABIN, SCOT, EDWARD | I | DIRECTOR OF RESEARCH | C | |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| WILKINSON, JOSEPH, CHRISTOPHER | I | VICE PRESIDENT | C | Control |
| BATH, DAVID, BLAKE | I | VICE PRESIDENT | B | |
| BATH, DAVID, BLAKE | I | VICE PRESIDENT | B | |
| BATH, DAVID, BLAKE | I | VICE PRESIDENT | B | |
| LABIN, SCOT, EDWARD | I | VICE PRESIDENT | B | |
| LABIN, SCOT, EDWARD | I | VICE PRESIDENT | B | |
| LABIN, SCOT, EDWARD | I | VICE PRESIDENT | B | |
| LABIN, SCOT, EDWARD | I | VICE PRESIDENT | B | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | A | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | A | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | A | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | VICE-PRESIDENT | A | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | A | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | A | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | A | |
| REEM, HAROLD, LEE | I | SENIOR VICE-PRESIDENT AND SECRETARY | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GOODWYN, BARBARA, HOLLOWAY | I | WESTBOURNE ASSOCIATES INC. | E | Control |
| GOODWYN, BARBARA, HOLLOWAY | I | WESTBOURNE ASSOCIATES INC. | E | Control |
| GOODWYN, WILFRED, LACY | I | WESTBOURNE ASSOCIATES INC. | E | Control |
| GOODWYN, WILFRED, LACY | I | WESTBOURNE ASSOCIATES INC. | E | Control |
| GOODWYN, WILFRED, LACY | I | WESTBOURNE ASSOCIATES INC. | E | Control |
| GOODWYN, WILFRED, LACY | I | WESTBOURNE ASSOCIATES INC. | E | Control |
| GOODWYN, WILFRED, LACY | I | WESTBOURNE ASSOCIATES INC. | E | Control |
| GOODWYN, WILFRED, LACY | I | WESTBOURNE ASSOCIATES INC. | E | Control |
| GOODWYN, WILFRED, LACY | I | WESTBOURNE ASSOCIATES INC. | C |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (9)
DC FL MD NH NJ NY PA TX VA
Address
410 SEVERN AVENUESTE 409
ANNAPOLIS, MD 21403
United States
Phone: 301-656-9035