Overview
Assets Under Management: $3.9 billion
Headquarters: CARMEL, IN
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
WINTHROP CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145216), WINTHROP CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WINTHROP CAPITAL MANAGEMENT, LLC is headquartered in CARMEL, IN.
WINTHROP CAPITAL MANAGEMENT, LLC serves 63 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, WINTHROP CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WINTHROP CAPITAL MANAGEMENT, LLC manages $3.9 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, WINTHROP CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 517
Discretionary Accounts: 514
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 145216
Filing ID: 1954772
Last Filing Date: 2025-03-26 17:08:00
Website: https://winthropcm.com