Investment adviser · CRD 307002

WASHINGTON AVENUE ADVISORS

Investment adviser filing (IA)

WASHINGTON AVENUE ADVISORS, LLC

LANSING, MI, United States · Form ADV filed May 14, 2026

Regulatory AUM: $337M
Client accounts: 1,432
Employees: 11
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	83	$157,352,120	46.7%
Individuals	579	$144,106,590	42.8%
Retirement plans	19	$22,946,833	6.8%
Charities	Fewer than 5	$9,173,595	2.7%
Corporations & businesses	Fewer than 5	$3,368,518	1.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2105967 · May 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

1146 SOUTH WASHINGTON AVENUE
LANSING, MI, 48910, United States

CRD 307002

Filing source

Form ADV 2105967 · May 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.