Windward Capital Management Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,205,482,220
Clients
127
Advisors
3
of 9 employees
About
Windward Capital Management Company serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, pension consulting and sub‑advisory services using firm models and third‑party managers, and the brochure does not describe comprehensive financial planning as an offered service.
The firm generally manages accounts on a discretionary basis, implementing firm‑developed model portfolios and a range of equity and fixed‑income strategies (for example, RAAM, Capital Appreciation, Equity Income, Balanced and Fixed Income). Windward discloses the use of margin and borrowing in client accounts and may invest across mutual funds, ETFs, REITs, corporate and municipal debt, and other securities depending on client objectives.
Noteworthy disclosures include an affiliation with S.L. Reed and Company — an affiliated broker‑dealer referenced in the brochure as having filed Form BDW and ceased broker‑dealer operations — and that some advisory personnel are licensed insurance agents and registered representatives who may earn commission income separate from advisory fees. Compared with many team firms, Windward manages a relatively large asset base with a small adviser group and client roster and also provides model portfolios and sub‑advisory services to other advisers, reflecting a concentrated, institutional‑style asset management approach within a compact practice.
Client services
Expertise
Fee options
$0 - $3 million: 1.25% $3 million - $5 million: 1.00% $5 million - $10 million: 0.85% $10 million+: 0.75%
Persons providing investment advice who are also licensed insurance agents earn commission-based compensation for insurance products sold, separate from advisory fees.
Main office
11111 Santa Monica Boulevard, Suite 1200
Los Angeles CA 90025
Advisors at this office
3
Most active in
Arizona · California · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Joseph R
Series 65, Series 66
Los Angeles, CA
Windward Capital Management Co
Joseph Robillard is a financial advisor at Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Windward Capital Management and its affiliated firm S.L. Reed & Company since 2010. Outside of advisory work, he owns an entertainment and restaurant business in Mammoth Lakes, CA, which includes a bowling alley and restaurant. Windward Capital Management Company serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and sub-advisory services, utilizing model portfolios and a range of equity and fixed-income strategies.
Donald B
Series 63, Series 65, Series 66
Los Angeles, CA
Windward Capital Management Co
Donald Bessler is a financial advisor at Windward Capital Management Company in Los Angeles, CA, holding Series 63, 65, and 66 designations with 23 years of industry experience. He has worked at Windward Capital Management Company since 2004 and served as Chief Investment Officer and Portfolio Manager since 2012. Prior to Windward, Bessler was employed at S.L. Reed & Company and First American Capital Management, Inc. Windward Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, pension consulting, and sub-advisory services. The firm utilizes firm-developed model portfolios and a variety of equity and fixed-income strategies, managing a relatively large asset base with a small advisory team.
Kenneth K
Series 63, Series 65
Los Angeles, CA
Windward Capital Management Co
Kenneth Kilpo is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Windward Capital Management since 2003 and previously at S.L. Reed & Company from 2000. Kilpo serves as a Managing Director at Windward Capital Management. Windward Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages discretionary portfolios using model-driven equity and fixed-income strategies, offering pension consulting and sub-advisory services.
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