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Winchester Capital Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,194,254
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
92
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
92
Average account size
$208,633
About
Winchester Capital Services, LLC is an independent advisory firm that provides ongoing portfolio management and financial planning to individual clients, including high‑net‑worth individuals, as well as corporations and other business entities. The firm delivers investment policy statements, asset allocation, asset selection and regular portfolio monitoring using mutual funds, ETFs, equities, fixed income, and insurance products.
Investment decisions are implemented in collaboration with clients through documented Investment Policy Statements that outline income, tax considerations, time horizon and risk tolerance, and all advisory accounts are reviewed monthly by the firm’s sole adviser. The firm applies a mix of charting, fundamental, quantitative and technical analysis and employs both long‑term and short‑term trading strategies.
Distinctive features include the firm’s accounting and insurance activities: the principal prepares financial statements through the firm and is a licensed insurance agent, services that may be offered alongside advisory work and can create potential conflicts when commissionable products are involved. Also atypical for a firm of this size, nearly all assets are managed on a non‑discretionary basis and the firm reports serving corporate/institutional clients, meaning clients generally retain trading authority and direct execution.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Occupation focus
Founder/Business Owner
Fee options
$500 - $2,500 for financial planning
$75,000 - $1,000,000: 1.25% $1,000,001+: 1.50%
$125 - $225 per hour
Account minimum: $75,000
Main office location
Winchester Capital Services, LLC
Kenner LA, United States
Number of offices
1
Most active in
Winchester Capital Services, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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