Winslow Asset Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Winslow Asset Group, LLC is a state-registered investment adviser that provides consulting, investment advisory, and investment research services to individuals as well as institutional clients including corporations, trusts, estates, and charitable foundations. The firm reports discretionary management of client assets (approximately $12 million as of 12/31/24) and accepts accounts that meet its stated account thresholds.
The firm’s investment approach combines proprietary fundamental research with technical analysis to construct actively managed portfolios and seeks to capture market returns relative to the S&P 500 through trading across a broad range of instruments, including listed equities, options, ETFs, private funds, and special offerings. Accounts are typically managed on a discretionary basis with periodic reviews, client reporting via custodian statements, and use of technology tools for portfolio construction, risk management, and performance monitoring.
Notably, the firm engages in portfolio management for pooled vehicles and serves institutional-type clients, and it also offers performance-based fee arrangements for qualified clients—features that are uncommon among independent solo advisers. The brochure also discloses the firm’s practice of referring portfolio companies to outside consultants for which it may receive cash or non-cash compensation, and it documents past industry regulatory matters involving the firm’s principal; the firm states these relationships and disclosures are disclosed to clients.
Client services
Expertise
Occupation focus
Fee options
$100,000 - $2,500,000: 1.00% annually (100 bps) $2,500,000.01 - $5,000,000: 0.90% annually (90 bps) $5,000,000.01 - $10,000,000: 0.80% annually (80 bps) $10,000,000.01+: 0.70% annually (70 bps)
Performance fee of 10% to 30% with 0% AUM fee for certain qualified clients
Account minimum: $500,000 Minimum fee: No fees in excess of $500 charged in advance
Main office
Lawrenceville GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Sms Capital Partners, L.P. · Winslow Asset Group, LLC
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.
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