CRD: 326893
Winston Paul Capital Management, Inc.
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-13-2023
- Office Locations
- 1
Office Locations
1934 OLD Gallows Road Suite 350 Tysons Corner VA
About Winston Paul Capital Management, Inc.
Winston Paul Capital Management, Inc. is a Virginia-registered RIA led by J. Thomas Knight (CFP®, CPA). The firm provides investment management alongside financial planning, proactive tax planning, estate planning, and insurance/annuity planning. It also supports employers with a low-cost, feature-rich 401(k) solution and plan analysis. Custody is reported with Charles Schwab.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$751.7K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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
J THOMAS KNIGHT
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #3049539
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,033,173 | -- |
| Non-Discretionary | $453 | -- |
| Total | $15,033,626 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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