SourcingSourcing

WASHINGTON CAPITAL MANAGEMENT INC

C20
CRD 105253·SEC 801-14263·SEATTLE, WA
AUM
$7.40B
$1B+
Est. Revenue
$74.0M
@ 1% on AUM
Est. EBITDA
$22.2M
@ 30% margin
Est. Deal Value
$177.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WASHINGTON CAPITAL MANAGEMENT INC
CRD
105253
SEC file #
801-14263
EIN
911042342
DBA names
—

Economics

AUM
$7.40B
AUM band
$1B+
AUM trajectory
'20'26
$4.11B → $7.40B▲ +80%
Client mix
Pension Profit Sharing Plans33
Individuals High Net Worth16
Pooled Investment Vehicles10
Individuals Other8
Corporations8

Operations

Employees (total)
79
Advisory staff (per ADV)
46
Advisory staff (5-yr trend)
'20'26
40 advisors → 46 advisors▲ +15%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/company/washington-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARLSON, CORY, ALAN
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
13
Control Persons
CARLSON, CORY, ALAN
RAVETTA, PAUL, GERARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
135
Form 5500 Total Compensation
46,620,580
Form 5500 Compensation Trajectory 3y
202529,568,753
202617,051,827
20240
Form 5500 Plan Count Trajectory 3y
202575
202657
20245
Schedule C Total Compensation
46,620,580
Schedule C Service Provider Rows
137

SEC EDGAR

Edgar Cik
0000928566
Edgar Registered
Yes
Edgar Filing Count
140
Edgar First Filing Date
1999-05-13
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
118
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0000928566-26-000002
Edgar Form D Count
17
Edgar Form D Offerings
2026-04-242026-04-24 · 0000912282-26-000634
2025-08-132025-08-13 · 0000912282-25-000864
Edgar Former Names
WASHINGTON CAPITAL MANAGEMENT INC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Bny Mellon18
U.s. Bank12
E*trade4
Edgar Addresses
Mailing
1200 SIXTH AVENUE STE 700SEATTLE, WA 98101
Business
1200 SIXTH AVENUE STE 700SEATTLE, WA 98101
Edgar EIN
911042342
Edgar Recent Filings
13F-HR2026-04-27 · 0000928566-26-000002
D2026-04-24 · 0000912282-26-000634
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4594715
Trust Company Affiliate
No

People (16)

16
RAVETTA, PAUL, GERARD
IAR · Direct Owner · 17.5%
2222661
CARLSON, CORY, ALAN
Direct Owner · 17.5%
4594715
Welch, Brian, Bertin
IAR · Direct Owner · 7.5%
6818023
DEBELLIS, MATTHEW
Direct Owner · 7.5%
8237604
MORGAN, MELVIN
Direct Owner · 7.5%
8057351
CHEUNG, MICHAEL, SI HO
IAR · Executive Officer · 2.5%
1768323
BURY, PETER, ROBERT
Executive Officer · 2.5%
4355097
THANDI CLEMENTS
Executive Officer · 2.5%
6125174
DEAN, ROBIN, A
Executive Officer · 2.5%
8237612
Gage, Jenny, Charlotte
Executive Officer · 2.5%
7353919
LEERET, RICHARD, P
Executive Officer · 2.5%
8237614
VOLL, TRACEY, LEE
Executive Officer · 2.5%
2272902
KOVECS, ROBERT, MICHAEL
Executive Officer · 2.5%
2852655
BRIAN M CANION
IAR
3278424
Julie Alise Greenough
IAR
6927863
STEPHEN DANIEL HAMILTON
IAR
3173162