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Winchester Capital Management (Los Angeles)


Winchester Capital Management is an adviser based in Los Angeles. It manages $21.01 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001.

Winchester Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Winchester Capital Management: assets under management

The assets under management (AUM) of Winchester Capital Management is $21.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Winchester Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Winchester Capital Management performs its advisory services is located at 12011 San Vicente Blvd, Los Angeles, CA 90049 4947, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-471-1299. The normal business hours are 8:00 a.m. to 4:00 p.m. on Monday - Friday.


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