Winchester Capital Services, LLC

RIAState Registered
Total AUM
$19.2M
Discretionary
$0
0% of AUM
Avg account
$121K
Accounts
159
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 13%, Cash & Cash Equivalents 10%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth