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Paul Winkler, Inc.

Paul Winkler, Inc.. CRD 119342

Paul Winkler, Inc. logo

CRD: 119342

Paul Winkler, Inc.

Goodlettsville, TN, 37072
6158511950
www.paulwinkler.com
$1.3B Total AUM
$0 Disc. AUM
-- 3Y CAGR
22 Employees
2,481 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Axos ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
BeaconElement pathway +more
Established Date
06-04-2004
Office Locations
5

Office Locations

150 N Water Avenue Gallatin TN
1550 N. Mt. Juliet Rd., #102 Mt. Juliet TN
3050 Business Park Circle Suite 503 Goodlettsville TN

About Paul Winkler, Inc.

Paul Winkler, Inc. is a Middle Tennessee RIA focused on holistic financial planning and retirement income strategy, pairing client education with software-driven analysis to organize finances and guide investment decisions. The firm serves individuals such as retirees and business owners, with portfolios oriented around diversified allocation and tax-aware, risk-managed approaches (primarily via public funds). Advisors hold financial planning degrees and do not work on commission; custody includes Schwab.

Team overview

55 AVG AGE
$91.1M AVG AUM / ADVISOR
$514.1K AVG AUM / CLIENT
10.1 yrs AVG TENURE
22 Employees
14 Advisory Reps
13 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Alpha Summit Summit fusion Prime

Client Personas

Unison Eagle

CRM

Pathway

Custodian

Vertex pathway Oak quantum Bridge timber Vital Quantum capital Bridge ridge

Investment Themes

Unison oak Ember prime Vector Catalyst horizon Harbor

Investment Vehicles

Quantum glacier Unison signal

Platform

Harbor

Services

Peak alpha Radial element Unison prime Quantum crest Peak timber Capital crest Signal Fusion crest Delta ridge Bridge value Momentum glacier

Technology

Unison Delta Glacier insight Fusion value Oak value

Owner & Executives

PAUL PATRICK WINKLER

PAUL PATRICK WINKLER

Investment Advisor, President

CRD
#1966712
Ownership
75% or more
(373) 206-2232
north.north@frontiercapital.com
in linkedin.com/in/signal-value
L

LEILA MEHRIZI SHAVER

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(689) 322-6744
ridge.harbor@ridgecapital.com
in linkedin.com/in/vertex-vital
N

North atlas

Legacy wave matrix

CRD
#57749
Ownership
31.3%
(536) 284-3484
foundation.glacier@elementcapital.com
in linkedin.com/in/ember-ember

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Contacts

L

LAWRENCE EVAN BARNARD

--

CRD
#2373006
(895) 449-4444
catalyst.summit@oakcapital.com
in linkedin.com/in/bridge-momentum
M

MARIAFEARLENE BROWN

Financial Advisor

CRD
#2772108
(276) 969-6936
ridge.vital@alphacapital.com
in linkedin.com/in/insight-prime
Z

Zenith glacier

Wave optima horizon

CRD
#66180
(423) 649-8758
matrix.alpha@foundationcapital.com
in linkedin.com/in/legacy-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-06-2023
10-01-2024
12-26-2025
03-13-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $1,275,401,856 $518,667
Total $1,275,401,856 $518,667

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Separately Managed Accounts

Total SMA Asset: $1,275,401,856

$1.3B Total SMA
Public Funds:
49.6%
Cash:
50.4%
Asset class Assets Assets %
Public Funds $3,732,467,334 49.6%
Cash $3,792,668,421 50.4%
Total $7,525,135,755 100.0%

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