Winslow Asset Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,200,000
Total clients
6
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$200,000
About
Winslow Asset Group, LLC is a state-registered investment adviser that provides consulting, investment advisory, and investment research services to individuals as well as institutional clients including corporations, trusts, estates, and charitable foundations. The firm reports discretionary management of client assets (approximately $12 million as of 12/31/24) and accepts accounts that meet its stated account thresholds.
The firm’s investment approach combines proprietary fundamental research with technical analysis to construct actively managed portfolios and seeks to capture market returns relative to the S&P 500 through trading across a broad range of instruments, including listed equities, options, ETFs, private funds, and special offerings. Accounts are typically managed on a discretionary basis with periodic reviews, client reporting via custodian statements, and use of technology tools for portfolio construction, risk management, and performance monitoring.
Notably, the firm engages in portfolio management for pooled vehicles and serves institutional-type clients, and it also offers performance-based fee arrangements for qualified clients—features that are uncommon among independent solo advisers. The brochure also discloses the firm’s practice of referring portfolio companies to outside consultants for which it may receive cash or non-cash compensation, and it documents past industry regulatory matters involving the firm’s principal; the firm states these relationships and disclosures are disclosed to clients.
Client services
Portfolio management
Occasional research publication
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
$100,000 - $2,500,000: 1.00% annually (100 bps) $2,500,000.01 - $5,000,000: 0.90% annually (90 bps) $5,000,000.01 - $10,000,000: 0.80% annually (80 bps) $10,000,000.01+: 0.70% annually (70 bps)
Performance fee of 10% to 30% with 0% AUM fee for certain qualified clients
Account minimum: $500,000 Minimum fee: No fees in excess of $500 charged in advance
Main office location
Winslow Asset Group, LLC
Lawrenceville GA, United States
Number of offices
1
Most active in
Winslow Asset Group, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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