CRD: 118077
Winning Points Advisors, L.l.c.
$173.1M Total AUM
$173.1M Disc. AUM
-10.6% 3Y CAGR
2 Employees
209 ADV. Clients
36 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-1990
- Office Locations
- 1
Office Locations
129 NW 13th Street, Suite D-26 Boca Raton FL
About Winning Points Advisors, L.l.c.
Winning Points Advisors, L.L.C. is a Boca Raton, FL RIA serving individuals and businesses with financial planning and portfolio management, including retirement, tax-aware strategy, estate planning, insurance, and risk management. Led by CFP/PFS managing member Charles S. Stoll with an in-house portfolio manager, the firm’s managed portfolios lean heavily on ETFs, with Schwab among custodians.
Team overview
68 AVG AGE
$86.6M AVG AUM / ADVISOR
$828.3K AVG AUM / CLIENT
36.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
36yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CHARLES SUTCLIFFE STOLL
Chief Compliance Officer, Managing Member
- CRD
- #704129
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,114,072 | $531,025 |
| Non-Discretionary | $0 | -- |
| Total | $173,114,072 | $531,025 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | 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 |
Continue browsing