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
Westbourne Investments, Inc.
Latest filing Mar 29, 2026
First filing on the tape Mar 9, 2012 · 26 filings
SEC status approved since Jun 6, 1990
RAUM
$276M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$251M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$55.3M
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$276M as of Mar 29, 2026
Mar 9, 2012$38.0M then
HNW client RAUM$214M as of Mar 29, 2026
Feb 1, 2018$33.2M then
State-registered IARs (5.B.3)5 as of Mar 29, 2026
Mar 9, 20120 then
Employees (5.A)7 as of Mar 29, 2026
Mar 22, 20138 then
Private funds: no history
RAUM +25% over the last fiscal year+13% a year over threeIARs 6 to 5
Practice profile
derived from the filing of Mar 29, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $55.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 35derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.7MderivedHNW RAUM over HNW clients
- Average account
- $703,219derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- -17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -7.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- controlled by a public reporting companyderived
- 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)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$214M78%
- Individuals$37.1M13%
- Corporations and businesses$25.1M9.1%
- Individual clients
- 127reported
- HNW clients
- 46reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 393reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Henry Christopher Pramov | Arvada, Co | Jan 13, 2026 | 14 y | 2 |
| Robert Douglas LongChartered Financial Analyst | Alexandria, Va | Jan 13, 2026 | 12 y | 1 |
| Michael Carlo Delcolliano | Alexandria, Va | Jan 13, 2026 | 41 y | 1 |
| Patrick Matthew Walsh | Winchester, Va | Jan 13, 2026 | 14 y | 1 |
| Aditya Bhatnagar | Alexandria, Va | Jan 14, 2026 | 17 y | 3 |
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
- Nathan Angel Forristal-Garcia to Strategic Wealth Partners, Ltd.Oct 13, 2017 · Other
- Daniel Steven Federman to Newfocus Financial Group, LLCSep 2, 2016 · Other
Joined, latest
- Aditya Bhatnagar from Cambridge Investment Research Advisors, Inc.Jan 11, 2016 · Other
- Nathan Angel Forristal-Garcia from Campbell Wealth Management, Inc.Mar 31, 2015 · Other
- Daniel Steven Federman from Ariba Asset Management IncJun 14, 2012 · Other
- Henry Christopher Pramov from Ariba Asset Management IncJun 14, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Carlo Michael Delcolliano · Managing Directorcontrolsince 06/2012 · owns less than 5%
- Douglas Robert Long · Ceocontrolsince 09/2024 · owns 50% to 75%
- Lopez Rick Picon · Account Executive/Managing Directorcontrolsince 06/2012 · owns 5% to 10%
- Matthew Patrick Walsh · President/Chief Compliance Officercontrolsince 06/2012 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Alexandria, Va · principal | 5 | 5 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 445 to 393Feb 5, 2026 to Mar 29, 2026
- Corporate clients · 5 to 2Feb 5, 2026 to Mar 29, 2026
- HNW clients · 36 to 46Feb 5, 2026 to Mar 29, 2026
- Individual clients · 150 to 127Feb 5, 2026 to Mar 29, 2026
- State-registered IARs · 6 to 5Feb 5, 2026 to Mar 29, 2026
- Discretionary RAUM · $221M to $276MFeb 5, 2026 to Mar 29, 2026
- HNW RAUM · $154M to $214MFeb 5, 2026 to Mar 29, 2026
- Individual RAUM · $43.3M to $37.1MFeb 5, 2026 to Mar 29, 2026
- RAUM · $221M to $276MFeb 5, 2026 to Mar 29, 2026
- Accounts · 451 to 445Oct 9, 2024 to Apr 24, 2025
- Corporate clients · 2 to 5Oct 9, 2024 to Apr 24, 2025
- HNW clients · 13 to 36Oct 9, 2024 to Apr 24, 2025
- Individual clients · 189 to 150Oct 9, 2024 to Apr 24, 2025
- Financial planning clients · 0 to 0Oct 9, 2024 to Apr 24, 2025
- Discretionary RAUM · $152M to $221MOct 9, 2024 to Apr 24, 2025
- HNW RAUM · $84.8M to $154MOct 9, 2024 to Apr 24, 2025
- Individual RAUM · $50.2M to $43.3MOct 9, 2024 to Apr 24, 2025
- RAUM · $152M to $221MOct 9, 2024 to Apr 24, 2025
- Accounts · 211 to 451Mar 7, 2023 to Mar 14, 2024
- Advisory employees · 6 to 5Mar 7, 2023 to Mar 14, 2024
- HNW clients · 21 to 13Mar 7, 2023 to Mar 14, 2024
- Individual clients · 188 to 189Mar 7, 2023 to Mar 14, 2024
- Employees · 8 to 7Mar 7, 2023 to Mar 14, 2024
- Discretionary RAUM · $190M to $152MMar 7, 2023 to Mar 14, 2024
- HNW RAUM · $110M to $84.8MMar 7, 2023 to Mar 14, 2024
- Individual RAUM · $66.0M to $50.2MMar 7, 2023 to Mar 14, 2024
- RAUM · $190M to $152MMar 7, 2023 to Mar 14, 2024
- Accounts · 536 to 211Feb 17, 2022 to Mar 7, 2023
- Corporate clients · 3 to 2Feb 17, 2022 to Mar 7, 2023
- HNW clients · 8 to 21Feb 17, 2022 to Mar 7, 2023
- Individual clients · 210 to 188Feb 17, 2022 to Mar 7, 2023
- Financial planning clients · 1-10 to 0Feb 17, 2022 to Mar 7, 2023
- Discretionary RAUM · $212M to $190MFeb 17, 2022 to Mar 7, 2023
- HNW RAUM · $78.8M to $110MFeb 17, 2022 to Mar 7, 2023
- Individual RAUM · $117M to $66.0MFeb 17, 2022 to Mar 7, 2023
- RAUM · $212M to $190MFeb 17, 2022 to Mar 7, 2023
- Accounts · 487 to 536Feb 24, 2021 to Feb 17, 2022
- Advisory employees · 5 to 6Feb 24, 2021 to Feb 17, 2022
- Corporate clients · 2 to 3Feb 24, 2021 to Feb 17, 2022
- HNW clients · 43 to 8Feb 24, 2021 to Feb 17, 2022
Signals
2 dated events
- Eugene Robert Long (Ceo) no longer on Schedule A of Westbourne Investments, Inc. (listed 2024-07-19, absent 2024-10-09)Oct 9, 2024 · Control person left · inference
- Douglas Robert Long (Ceo) appeared on Schedule A of Westbourne Investments, Inc.Oct 9, 2024 · Control person joined · 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
- Website
- ARIBAASSET.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 703-294-6880reportedpublic record, Form ADV, Mar 29, 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
- $55.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026