CRD: 116593
Windsor Capital Management, LLC
$703.4M Total AUM
$703.4M Disc. AUM
3.7% 3Y CAGR
8 Employees
543 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-05-2001
- Office Locations
- 3
Office Locations
20860 North Tatum Blvd. Suite 220 Phoenix AZ
-- Bloomington MN
-- Valley Glen CA
About Windsor Capital Management, LLC
Windsor Capital Management, LLC is a fee-only RIA providing conflict-free equity, fixed income, and balanced portfolio management for families, high-net-worth individuals, and institutional clients. The firm emphasizes disciplined diversification and tailored plans over cookie-cutter products, and serves clients across 30+ states. Custodies assets with Charles Schwab.
Team overview
60 AVG AGE
$140.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
16.7 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
25yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DONALD EDWARD PEPPLER
Chief Compliance Officer
- CRD
- #2482674
- Ownership
- Less than 5%
Available
Available
Available
DARREN LANE WHITEHURST
DIRECTOR
- CRD
- #2283364
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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CAROLIN ALAVERDIAN
--
- CRD
- #2981246
Available
Available
Available
L
LEWIS RICHARD COFFEY
--
- CRD
- #4346851
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $703,402,834 | $584,222 |
| Non-Discretionary | $0 | -- |
| Total | $703,402,834 | $584,222 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | 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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