SourcingSourcing

WESTBOURNE INVESTMENTS, INC.

B58
CRD 37499·SEC 801-36800·ALEXANDRIA, VA
AUM
$276.4M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$829K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTBOURNE INVESTMENTS, INC.
CRD
37499
SEC file #
801-36800
EIN
541551319
DBA names
—

Economics

AUM
$276.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$135.0M → $276.4M▲ +105%
Client mix
Individuals Other127
Individuals High Net Worth46
Corporations2

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
ALEXANDRIA VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/29/2026
ADV-W filed at
—
Website
westbourneinv.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LONG, ROBERT, DOUGLAS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LONG, ROBERT, DOUGLAS
WALSH, PATRICK, MATTHEW
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
ok
Rdap Domain
WESTBOURNEINV.COM
Rdap Domain Creation Date
1999-06-23T19:39:43Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000932929
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2002-03-12
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000932929-26-000003
Edgar Former Names
WESTBOURNE INVESTMENTS INC /BD

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5329
Soi Zip Pct 200k Plus
0.2367
Soi Zip Returns 200k Plus
5,280
Soi Zip Total AGI
4,365,533
Fdic Zip Total Deposits
100,370,850,000
Fdic Zip Branch Count
750
Fdic Zip Top Banks
SunTrust Bank
Burke & Herbert Bank & Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab8
E*trade4
Edgar Addresses
Mailing
2121 EISENHOWER AVENUESUITE 605ALEXANDRIA, VA 22314
Business
2121 EISENHOWER AVENUESUITE 605ALEXANDRIA, VA 22314
Edgar EIN
541551319
Edgar Recent Filings
13F-HR2026-05-15 · 0000932929-26-000003
13F-HR2026-01-22 · 0000932929-26-000001
Fdic Zip Branches Raw
Burke & Herbert Bank & Trust CompanyAlexandria, VA
Burke & Herbert Bank & Trust CompanyAlexandria, VA
Fdic Zip HHI
1141.77
Fdic Zip Top Bank Share Pct
24.06
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-06-23T19:40:22Z
Rdap Domain Last Changed
2024-04-24T06:54:14Z
Rdap Nameservers
Ns3.worldnic.comNs4.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,430
Returns2,470
Stub 2
AGI86,154
Returns2,280
Stub 3
AGI177,066
Returns2,820
Soi Zip Total Business Income
149,696
Soi Zip Total Cap Gains
451,010
Soi Zip Total Dividends
202,483
Soi Zip Total Returns
22,310
Top Owner CRD
858858
Trust Company Affiliate
No

People (6)

6
LONG, ROBERT, DOUGLAS
IAR · Direct Owner · 62.5%
858858
WALSH, PATRICK, MATTHEW
IAR · Direct Owner · 37.5%
3051297
PICON, RICK, LOPEZ
Direct Owner · 7.5%
4359353
DELCOLLIANO, MICHAEL, CARLO
IAR · Executive Officer · 2.5%
1377874
HENRY CHRISTOPHER PRAMOV
IAR
5937456
ADITYA BHATNAGAR
IAR
5628308