This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-1993
- Office Locations
- 2
Office Locations
About Winans Investments
Winans Investments is an independent, privately owned SEC-registered RIA (est. 1992) with a fee-based fiduciary wealth management practice serving clients nationwide. The team manages proprietary, in-house separately managed portfolios—often allocating via ETFs and investment-grade corporate bonds—with client reporting/portal support and custody primarily at Charles Schwab. President/CIO Ken Winans hosts the “Winning with Winans” market podcast.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH GRANT WINANS
Chief Investment Officer, President
- CRD
- #1749366
- Ownership
- 50% but less than 75%
STEPHANIE IRENE LARSON
Director, MANAGING DIRECTOR
- CRD
- #5044167
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
ALANA TERESE MENDIOLA CALAIRO
--
- CRD
- #8020766
Brittany Jerez
--
- CRD
- #7317886
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,600,000 | $596,875 |
| Non-Discretionary | $0 | -- |
| Total | $305,600,000 | $596,875 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing