Winchester Capital Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,109,926
Clients
92
Advisors
1
of 1 employees
About
Winchester Capital Services provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and corporate/business entities, overseeing roughly $19.2 million in assets for about 92 clients. The firm prepares Investment Policy Statements for each client and offers monitoring and reporting as part of its advisory services.
The firm operates on a non‑discretionary basis, meaning clients retain trade authority while the adviser delivers recommendations, documents goals and risk tolerance in IPSs, and conducts at least monthly account reviews. Investment analysis employs a mix of charting, fundamental, quantitative and technical methods and includes both long‑term and short‑term trading approaches.
Distinctive aspects relative to peers include that essentially all reported AUM is managed non‑discretionarily and the firm has an accounting/bookkeeping affiliation: the firm’s principal provides accounting services, prepares financial statements, and operates a bookkeeping business for very small businesses. The principal is also a licensed insurance agent who may offer commissionable products—a relationship the brochure discloses as a potential conflict while noting clients are not required to use those services.
Client services
Expertise
Occupation focus
Fee options
Between $500 and $2,500 for creating financial plans
$75,000 - $1,000,000: 1.25% annually $1,000,001 - And Up: 1.50% annually
Between $125 and $225 per hour
Account minimum: $75,000
Main office
Kenner LA
Advisors at this office
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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