# Washington Avenue Advisors

Washington Avenue Advisors is a Bank / Wealth / Trust based in Lansing, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lansing, United States
- **Region:** North America
- **Address:** Lansing, MI, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** waadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/washington-avenue-advisors

## Regulatory record

- **CRD number:** 307002
- **SEC file number:** 801-118372
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307002

## About

Washington Avenue Advisors was founded in 2016, entering a Michigan advisory market dominated by bank trust departments and large wirehouse teams. The firm registered as an independent RIA, a structural choice that separates its fiduciary obligation from a parent institution's product shelf. Its headquarters remain in Lansing, a state capital whose economy blends government, higher education, and manufacturing — informing a client base of public-sector professionals, business owners, and local high-net-worth families. The firm's service model integrates business planning, individual financial planning, and discretionary portfolio management. Rather than competing on proprietary funds, Washington Avenue Advisors constructs portfolios from third-party mutual funds, ETFs, and individual securities. The geographic footprint is tightly Midwestern, with clients clustered in Michigan's Lower Peninsula. This local concentration supports a referral-driven sourcing model uncommon in firms that market nationally. Scale is modest; Washington Avenue Advisors does not publicly disclose assets under management or total advisor headcount. Its Lansing location places it within the regulatory orbit of the Michigan Department of Insurance and Financial Services. The firm has not announced adjacent vehicles — no affiliated RIA network, no trust company conversion, and no published philanthropic vehicle. Public record shows no acquisitions, capital raises, or branch expansions since founding. The structural differentiator is the RIA-only posture. Washington Avenue Advisors receives no commissions, no 12b-1 fees, and no revenue-sharing from fund sponsors — an architecture that, for a small-firm advisor in a secondary market, forces a deliberate trade-off. The revenue line is entirely fee-based AUM billing or hourly planning retainers, which constrains growth velocity but removes the product-distribution conflict that shapes advice at larger commission-based Michigan firms.

## Sectors

- Financial Services

## Questions

### Does Washington Avenue Advisors manage proprietary investment products?

No. Washington Avenue Advisors does not sponsor proprietary mutual funds, interval funds, or private placement offerings. The firm constructs client portfolios using third-party investment vehicles — a standard independent RIA model that eliminates the conflict of a manager allocating client capital into in-house products carrying higher internal fees.

### What is the firm's regulatory status?

Washington Avenue Advisors is registered with the SEC as a Registered Investment Advisor and with the Michigan Department of Insurance and Financial Services. As an RIA, it files Form ADV with regulators, maintains a written code of ethics, and is subject to periodic examination. The firm has no disclosed disciplinary events in the SEC's Investment Adviser Public Disclosure database.

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- [Washburn Endowment Association](https://altss.com/profile/washburn-endowment-association)
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Last updated: 2026-06-03T20:00:00.000Z

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