WINANS INVESTMENTS

RIASEC RegisteredEst. 1993

Total AUM

$306M

Discretionary

$306M

100% of AUM

Avg account

$597K

Accounts

512

Employees

Advisory reps

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 107125
Registered since: February 17, 1993
Website: winansinvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI61.19%
Individuals31.61%
Pension & Profit Sharing Plans4.25%
Charitable Organizations2.95%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Winans Investments is a small, fee-based registered investment adviser that has operated since the early 1990s. The firm focuses on discretionary portfolio management for both high-net-worth individuals and small institutions. Its stated investment preference is equities; the firm's filings show a clear tilt toward exchange-traded instruments for core exposure, complemented by mutual funds and corporate debt for fixed-income needs and diversification. Winans makes tactical and strategic allocations within client accounts rather than operating as a capital allocator or running proprietary pooled funds. The firm is not an active ESG investor and maintains a traditional, percentage-of-AUM fee model.