DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Washington Growth Strategies LLC
Latest filing Feb 9, 2026
First filing on the tape Jul 3, 2014 · 28 filings
SEC status approved since Jul 16, 2014
RAUM
$247M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
87%
$216M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$247M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$247M as of Feb 9, 2026
Feb 12, 2015$183M then
HNW client RAUM$211M as of Feb 9, 2026
Mar 21, 2018$123M then
State-registered IARs (5.B.3)1 as of Feb 9, 2026
Feb 12, 20151 then
Employees (5.A)1 as of Feb 9, 2026
Feb 12, 20152 then
Private funds1 as of Feb 9, 2026
Feb 12, 20151 then
RAUM +5.8% over the last fiscal year+10% a year over threeIARs 2 to 1
Practice profile
derived from the filing of Feb 9, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $247MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 35derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $11.7MderivedHNW RAUM over HNW clients
- Average account
- $2.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -24%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $5,923, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$211M85%
- Pooled investment vehicles$17.2M7.0%
- Corporations and businesses$14.2M5.7%
- Individuals$5.0M2.0%
- Individual clients
- 17reported
- HNW clients
- 18reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 119reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5,923 for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.87 fund_share=0.07 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Coe Milton Magruder | Washington, Dc | Feb 19, 2021 | 31 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Michael S. Calkin to Citigroup Global Markets Inc.Mar 22, 2018 · RIA to affiliated broker-dealer or bank
Joined, latest
- Coe Milton Magruder from Morgan StanleyFeb 19, 2021 · Wirehouse to independent RIA
- Michael S. Calkin from Macroview Investment Management LLCOct 20, 2014 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Washington Growth Fund, LP | Hedge Fund | $12.7M | 11 | Feb 12, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Milton Coe Magruder · Founder, Ceo And Ccocontrolsince 08/2014 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 125 to 119Mar 13, 2025 to Feb 9, 2026
- Advisory employees · 2 to 1Mar 13, 2025 to Feb 9, 2026
- HNW clients · 29 to 18Mar 13, 2025 to Feb 9, 2026
- Assets in custody · $17.2M to $5,923Mar 13, 2025 to Feb 9, 2026
- Employees · 2 to 1Mar 13, 2025 to Feb 9, 2026
- State-registered IARs · 2 to 1Mar 13, 2025 to Feb 9, 2026
- Discretionary RAUM · $234M to $247MMar 13, 2025 to Feb 9, 2026
- HNW RAUM · $192M to $211MMar 13, 2025 to Feb 9, 2026
- Individual RAUM · $5.2M to $5.0MMar 13, 2025 to Feb 9, 2026
- Non-discretionary RAUM · $2,694 to $3,597Mar 13, 2025 to Feb 9, 2026
- RAUM · $234M to $247MMar 13, 2025 to Feb 9, 2026
- Financial planning clients · unset to Jan 31, 2025 to Mar 13, 2025
- Accounts · 114 to 125May 6, 2024 to Jan 31, 2025
- Corporate clients · 2 to 4May 6, 2024 to Jan 31, 2025
- HNW clients · 17 to 29May 6, 2024 to Jan 31, 2025
- Individual clients · 14 to 17May 6, 2024 to Jan 31, 2025
- Assets in custody · $12.7M to $17.2MMay 6, 2024 to Jan 31, 2025
- Discretionary RAUM · $206M to $234MMay 6, 2024 to Jan 31, 2025
- HNW RAUM · $175M to $192MMay 6, 2024 to Jan 31, 2025
- Individual RAUM · $3.0M to $5.2MMay 6, 2024 to Jan 31, 2025
- Non-discretionary RAUM · $2,691 to $2,694May 6, 2024 to Jan 31, 2025
- Pooled vehicle RAUM · $12.7M to $17.2MMay 6, 2024 to Jan 31, 2025
- RAUM · $206M to $234MMay 6, 2024 to Jan 31, 2025
- Accounts · 100 to 114Mar 6, 2023 to Feb 8, 2024
- HNW clients · 16 to 17Mar 6, 2023 to Feb 8, 2024
- Individual clients · 12 to 14Mar 6, 2023 to Feb 8, 2024
- Assets in custody · $10.6M to $12.7MMar 6, 2023 to Feb 8, 2024
- Discretionary RAUM · $185M to $206MMar 6, 2023 to Feb 8, 2024
- HNW RAUM · $163M to $175MMar 6, 2023 to Feb 8, 2024
- Individual RAUM · $2.0M to $3.0MMar 6, 2023 to Feb 8, 2024
- Non-discretionary RAUM · $2,680 to $2,691Mar 6, 2023 to Feb 8, 2024
- Pooled vehicle RAUM · $10.6M to $12.7MMar 6, 2023 to Feb 8, 2024
- RAUM · $185M to $206MMar 6, 2023 to Feb 8, 2024
- Accounts · 80 to 100Sep 22, 2022 to Mar 6, 2023
- Advisory employees · 1 to 2Sep 22, 2022 to Mar 6, 2023
- HNW clients · 20 to 16Sep 22, 2022 to Mar 6, 2023
- Individual clients · 10 to 12Sep 22, 2022 to Mar 6, 2023
- Assets in custody · $0 to $10.6MSep 22, 2022 to Mar 6, 2023
- Custody of client assets · false to trueSep 22, 2022 to Mar 6, 2023
- Employees · 1 to 2Sep 22, 2022 to Mar 6, 2023
Signals
3 dated events
- Washington Growth Strategies Llc reported RAUM $131.9M, down 63% from $358.7M (2017-03-28 to 2018-03-21)Mar 21, 2018 · RAUM change · derived
- Washington Growth Strategies Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 5, 2014 · Succession (Item 4) · fact
- Washington Growth Strategies Llc filed its initial SEC registration (Form ADV)Jul 3, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 202-740-2017reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- WASHINGTONGROWTHSTRATEGIES.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 2027400217reportedpublic record, Form ADV, Feb 9, 2026
- Contact form
- washingtongrowthstrategies.com/contact.htmlreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- washingtongrowthstrategies.com/leadership.htmlreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $247Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026