Wealth Manager
    SEC Registered
    Manages Private Funds

    Winthrop Capital Management

    Registered investment advisor · Carmel, Indiana · CRD #145216

    Assets Under Management
    $4B
    Client Accounts
    832
    Employees
    29
    CRD Number
    145216
    Registration
    SEC Registered
    Custodian
    State Street Global Markets, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Winthrop Capital Management

    Winthrop Capital Management is a privately-held investment management firm located in Indianapolis, Indiana. With a team of fewer than 25 employees, the firm specializes in managing fixed income and equity portfolios for a diverse range of clients, including individual investors, advisors, institutions, and insurance companies. Winthrop is committed to a disciplined investment process and a continuous pursuit of excellence. The firm offers a variety of services, including fixed income managemen

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Winthrop Capital Management

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    Frequently Asked Questions

    What is Winthrop Capital Management's AUM?

    Winthrop Capital Management reports approximately $4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Winthrop Capital Management headquartered?

    Winthrop Capital Management is headquartered in Carmel, Indiana.

    What is Winthrop Capital Management's CRD number?

    Winthrop Capital Management's CRD number is 145216. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Winthrop Capital Management manage?

    Winthrop Capital Management manages approximately 832 client accounts according to its latest SEC filing.

    Is Winthrop Capital Management SEC registered?

    Yes, Winthrop Capital Management is registered with the SEC as an investment adviser with an approved registration status.

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