Winston Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington, VA. Its latest Form ADV filing, dated March 19, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 9 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
9
Primary office
ARLINGTON, VA
2311 WILSON BOULEVARD, SUITE 600, ARLINGTON, VA, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 88.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
88.9%
8
2
Insurance Cos.
11.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 19, 2026
Discretionary99.6%
$1.1B
100% of total RAUM99.6%
Non-discretionary0.4%
$4M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts9
10Y AUM Change$-68M (-5.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee1:1
10Y Employee Change-5 (-35.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.