WINCAP FINANCIAL LLC

Overview

Wincap Financial LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individual and family clients, with a specific focus on individuals and small businesses. The firm is owner-operated and began SEC registration in 2024. Its investment approach tilts toward equities: the advisory programs are largely discretionary and built around exchange-traded securities held in separately managed account structures. Wincap charges a percentage-of-AUM fee and does not identify as an active ESG investor or a pension consultant. While the firm uses third-party managers for alternative exposure, it is not positioned as a capital allocator or fund sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices