CRD: 106908
Windward Capital Management CO
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-1995
- Office Locations
- 1
Office Locations
About Windward Capital Management CO
Windward Capital Management Co. (founded 1996) is a Los Angeles-based advisory firm serving ultra-high-net-worth individuals, families, and institutions. The team delivers integrated wealth management and planning, including personalized portfolio management, estate and tax planning, multigenerational wealth strategies, and corporate retirement plan design and oversight. Investment approach emphasizes active, thematic allocation supported by disciplined fundamental, bottom-up research and ongoing review.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
JOSEPH COLIN ROBILLARD
President
- CRD
- #5865733
- Ownership
- 75% or more
DONALD ROBERT BESSLER
Chief Investment Officer
- CRD
- #2339382
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,278,060,238 | $5,259,507 |
| Non-Discretionary | $582,888,803 | $16,653,966 |
| Total | $1,860,949,041 | $6,694,061 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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