Updated September 22, 2023
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Windsor Capital Management

Investment Advisor Firm
Total assets under management$587M
Years in business2024+

About Windsor Capital Management

Windsor Capital Management, a fee-only registered investment advisory firm, offers a diverse range of services, specializing in equity, fixed income, and balanced portfolio management. Renowned for their unwavering commitment to conflict-free guidance, they advocate simplicity in investing, steering clear of unnecessary complexity and exorbitant fees.

At the core of their philosophy lies the belief that proper diversification and discipline are the cornerstones of successful investment strategies. They are dedicated to crafting individualized plans tailored to the unique needs of their clients, shunning generic industry products.

Operating across numerous states, Windsor Capital Management caters to a diverse clientele, including families, high-net-worth individuals, and institutional investors. Their dedication to personalized attention and goal-oriented investment management sets them apart in an industry often plagued by high fees. With a firm conviction in their principles, they empower clients to achieve their financial goals through prudent, client-centric advisory services.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Equity Management
  2. Fixed Income Management
  3. Balanced Portfolio Management
  4. Fee-Only Advisory
  5. Conflict-Free Guidance
  6. Diversification
  7. Discipline
  8. Individualized Plans

More about Windsor Capital Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1165935

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Windsor Capital Management.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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