GOODLETTSVILLE, TNCRD 119342Latest ADV March 13, 2026
Paul Winkler, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Goodlettsville, TN. Its latest Form ADV filing, dated March 13, 2026, reports $1.3B in regulatory assets under management, 22 employees, 10 offices, and 2,459 accounts.
Assets Under Management
$1.3B
Employees
22
Offices
10 offices
Total Clients
2,459
Primary office
GOODLETTSVILLE, TN
3050 BUSINESS PARK CIRCLE, SUITE 503, GOODLETTSVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.4% of total clients.
Top client categories% of clientsClients
1
Individuals
83.4%
2,052
2
HNWI
14.9%
367
3
Corporations
1.5%
38
4
Charitable
0.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.3B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts2,459
10Y AUM Change+$352M (+38.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee112:1
10Y Employee Change+3 (+15.8%)
* 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.