Winchester Capital Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313690
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.23%
- HNWI42.12%
- Corporations / Businesses5.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Winchester Capital Services, LLC is an independent, owner-operated RIA organized as an LLC that provides financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm offers a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — and reports an affiliation with an accountant as part of its business network. Winchester does not position itself as a capital allocator to third‑party fund managers, is not an active ESG investor, and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities13%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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