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Westbourne Investment Advisors Inc.

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Client assets under management

$438,879,478

Clients

187

36% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

37

Low

Average account size

$2,346,949

About

Westbourne Investment Advisors provides discretionary portfolio management and financial advisory services to individual and high-net-worth clients, as well as IRAs, trusts, corporate accounts, pension plans, and nonprofit organizations. The firm manages roughly $449 million across several hundred accounts and generally prefers a $100,000 minimum, although smaller or family-linked accounts may be accepted and combined.

The firm’s stated investment philosophy is focused on preserving and enhancing clients’ purchasing power through fundamental analysis of domestic and international companies, with typical equity exposures of 60–90% and low turnover (usually under 30% annually). Portfolios are constructed with multi-year holding periods (often three to five years), use shorter-duration fixed income (maturities rarely exceed five years), and may include covered-call writing for a limited subset of experienced clients.

A distinguishing feature is the firm’s affiliation with an accounting practice (Werner & Co CPA), which provides separate, fee-based accounting services that clients may elect to use but are not required to engage; the brochure states there are no referral fee arrangements between the firms. The firm also emphasizes operational controls — including daily reconciliation of accounts, use of a dedicated reporting/trading system, and maintaining standing letters of authorization for third-party transfers — and does not participate in wrap programs or accept sales-based compensation for investment products.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Fixed

Fixed quarterly fee option available

Percentage

$0 - $2,000,000: 0.75% per annum $2,000,001+: 0.50% per annum

Other

Account minimum: $100,000 Fee-only: Advisory fees up to 1.50% per annum, negotiable, or fixed quarterly fees

Main office location

Westbourne Investment Advisors Inc.

410 Severn Avenue, Ste 409

Annapolis MD 21403, United States

Number of offices

1

Most active in

District of Columbia · Florida · Maryland · New Jersey · New York · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David C

Series 63, Series 65

Annapolis, MD

Westbourne Investment Advisors Inc.

David Cunningham is a financial advisor with Westbourne Investment Advisors Inc. in Annapolis, MD, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Westbourne Investment Advisors since 2007 and has been with Cunningham Capital Management, LLC since 2012. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy supported by fundamental analysis and technical review, managing approximately $359 million across about 420 accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Bruce K

Series 63, Series 65

Annapolis, MD

Westbourne Investment Advisors Inc.

Bruce Kromminga is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Westbourne Investment Advisors since 2016 and has been associated with Bay Bridge Capital Management since 2007. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and nonprofit organizations, managing approximately $359 million across about 420 accounts. The firm employs an equity-oriented, buy-and-hold strategy with typical equity allocations between 60% and 90%, using fundamental analysis supported by computer screens and technical review.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Scot L

CFA®

Annapolis, MD

Westbourne Investment Advisors Inc.

Scot Labin is a CFA® charterholder with 12 years of industry experience. He has been with Westbourne Investment Advisors Inc. since 2015 and also has a background at Bay Bridge Capital Management, LLC. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold strategy, combining fundamental analysis with technical review, and manages approximately $359 million across about 420 accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Anthony C

CFA®

Annapolis, MD

Westbourne Investment Advisors Inc.

Anthony Clark is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Innovation Capital Management LLC and Houstoun Capital Management, Inc. before joining Westbourne Investment Advisors Inc. in 2025. Anthony is based in Annapolis, MD, and is part of a five-advisor team at Westbourne. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, corporate accounts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy, combining fundamental analysis with technical review, and manages approximately $359 million across 420 accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Joseph W

Series 65

Annapolis, MD

Westbourne Investment Advisors Inc.

Joseph Wilkinson is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD, holding a Series 65 designation with 12 years of industry experience. He has worked at Westbourne since 2018 and previously held positions at Sito Mobile and Millennial Media. Westbourne Investment Advisors provides discretionary portfolio management to individuals, IRAs, trusts, corporate accounts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment approach, combining fundamental analysis with technical review, and manages approximately $359 million across 420 discretionary accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management
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