SourcingSourcing

WASHINGTON GROWTH STRATEGIES LLC

A72
CRD 171774·SEC 801-80069·WASHINGTON, DC
AUM
$247.2M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$742K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WASHINGTON GROWTH STRATEGIES LLC
CRD
171774
SEC file #
801-80069
EIN
000000000
DBA names
—

Economics

AUM
$247.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$114.8M → $247.2M▲ +115%
Client mix
Individuals High Net Worth18
Individuals Other17
Corporations4
Pooled Investment Vehicles1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
WASHINGTON DC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/09/2026
ADV-W filed at
—
Website
twitter.com/wgstrategies(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAGRUDER, COE, MILTON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MAGRUDER, COE, MILTON
Solo Advisor Indicator
Yes
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:twitter.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002044575
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2024-11-13
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002044575-26-000002

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers3
Edgar Addresses
Mailing
1200 G STREET NW8TH FLOORWASHINGTON, DC 20005
Business
1200 G STREET NW8TH FLOORWASHINGTON, DC 20005
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-21 · 0002044575-26-000002
13F-HR2026-01-26 · 0002044575-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1399157
Trust Company Affiliate
No

People (1)

1
MAGRUDER, COE, MILTON
IAR · Direct Owner · 62.5%
1399157