Windsor Capital Management, LLC
Windsor Capital Management, LLC is an SEC-registered wealth manager in Phoenix, AZ with $703.4M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Windsor Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116593, SEC 801-64200, data through 2026-01-16.
- AUM (assets under management / regulatory AUM)
- $703.4M (2026-01-16)
- Firm type
- Wealth Manager
- Location
- Phoenix, AZ
- Employees
- 8
- Clients
- 543
- CRD
- 116593
- Ownership
- WHITEHURST FINANCIAL SERVICES, INC.; WHITEHURST, DARREN, LANE; PEPPLER, DONALD, EDWARD; PEPPLER CAPITAL ADVISORS, INC; FINANCIAL INVESTORS GROUP OF MINNESOTA, INC.
How much AUM does Windsor Capital Management, LLC have?
Windsor Capital Management, LLC reported $703.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-16).
Who owns Windsor Capital Management, LLC?
Disclosed owners and executives of Windsor Capital Management, LLC include WHITEHURST FINANCIAL SERVICES, INC., WHITEHURST, DARREN, LANE, PEPPLER, DONALD, EDWARD, PEPPLER CAPITAL ADVISORS, INC, FINANCIAL INVESTORS GROUP OF MINNESOTA, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.