Wincap Financial LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 315798
- Registered since
- September 13, 2024
- Website
- wincapfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.57%
- Individuals32.15%
- Corporations / Businesses0.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wincap Financial LLC is an independent registered investment adviser that began SEC registration in 2024 and is structured as a limited liability company owned by an individual. The firm serves individual and family clients, plus small-business accounts, with core services centered on portfolio management and financial planning. Its billing model is a percentage of assets under management and it does not present itself as a capital allocator or pension consultant. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Investment Grade Corp Bonds13%
- Non-Investment Grade Corp Bonds12%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2
Frank Mahoney
Chief of StaffCRD 7930357
Michael Collins
CEO & FounderCRD 6720146
Contacts
3 of 5
Zachary Ciampa
Head of Financial PlanningCRD 6553734
Joseph Duran
Financial AdvisorCRD 5422057
Andrew Crowley
Senior Investment AnalystCRD 8249960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 55 Union St
- Time zone
- ET (UTC-5)
- Office locations
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