Windsor Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated January 16, 2026, reports $703M in regulatory assets under management, 8 employees, 3 offices, and 1,204 accounts.
Assets Under Management
$703M
Employees
8
Offices
3 offices
Total Clients
543
Primary office
PHOENIX, AZ
20860 NORTH TATUM BLVD., SUITE 220, PHOENIX, AZ, United States
Top client segmentIndividuals represent 50.6% of total clients.
Top client categories% of clientsClients
1
Individuals
50.6%
275
2
HNWI
33.7%
183
3
Pension Plans
12.2%
66
4
Corporations
2.4%
13
5
Charitable
1.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$703Mas of January 16, 2026
Discretionary100.0%
$703M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$703M
Total Accounts1,204
10Y AUM Change+$197M (+38.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* 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.