Aditya Bhatnagar
Financial advisor at Westbourne Investments, Inc. · Alexandria, VA
Last updated 2026-10-10
Claim your profileAditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Alexandria, VA, CRD 5628308. Licenses and exams on the registration: Series 66. IAPD registration began 2009-06-18.
Registration
- CRD number
- 5628308
- Registration status
- Active
- IAPD registration
- 2009-06-18
- Industry Experience
- 17 years
- Work Experience
- 10 years
- States registered
- VA
Licenses and exams
- Series 66
Work history
- 2016-01 to Present · Westbourne Investments Inc. · Alexandria, VA
- 2016-02 to 2016-12 · Centurylink · Arlington, VA
Current employment
- Westbourne Investments, Inc. · Alexandria, VA
Westbourne Investments, Inc.
- Regulatory AUM
- $276,365,058
- Registered advisors
- 5
- Offices
- 6
- Clients per advisor
- 35.0 (Low)
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 26.3% (Moderate)
Westbourne Investments, Inc.: advisors, services and reported ETF investments
About
Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Alexandria, VA. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 10 years of reported work history. Reported roles include Centurylink.
SEC disclosures list additional business and community activities: 1) Independent Insurance Agent For Various Independent Insurance Companies: 2)evisors inc, new york, ny, since 4/2015; Career mentoring through the umd alumni advisor network.
Westbourne Investments, Inc.'s firm-level Form ADV reports 5 advisors across 6 offices; approximately 35.0 clients per advisor, average assets per client of $1,579,229, and regulatory AUM of $276.4M; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $64.2M across 63 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Aditya Bhatnagar personally.
Reported ETF positions
Westbourne Investments reports 63 ETF positions worth $64.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $7.4M |
| VOO — Vanguard S&P 500 ETF | $4M |
| JEPQ — JPMorgan Nasdaq Equity Premium Income ETF | $3.7M |
| GLD — SPDR Gold Shares | $3.6M |
| VUG — Vanguard Morningstar Growth ETF | $3.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Westbourne Investments's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VOO — Vanguard S&P 500 ETF | $4M | Top 99.1% | Peer conviction 69.7% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $4M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $518.5K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $598.8K | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Westbourne Investments, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
2121 Eisenhower Avenue, Alexandria, VA 22314
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 703-294-6880
- Website: westbourneinv.com
Official record
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