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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-2021
- Office Locations
- 5
Office Locations
About Wincap Financial LLC
WINCAP Financial LLC is an independent wealth management RIA focused on helping clients build more financial options. The firm provides financial planning, investment planning, and portfolio construction for retail investors, including entrepreneurs, and commonly implements diversified allocations using ETFs and mutual funds. It uses Black Diamond for portfolio reporting and tools such as eMoney, with client assets custodied at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Patrick Collins
Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6720146
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ZACHARY JOHN CIAMPA
Financial Planner
- CRD
- #6553734
Andrew Peter Crowley
--
- CRD
- #8249960
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,102,763 | $357,536 |
| Non-Discretionary | $0 | -- |
| Total | $223,102,763 | $357,536 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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