WINSTON & COMPANY, INC.

WINSTON & COMPANY, INC. is an SEC-registered investment adviser (CRD 141514). Regulatory assets under management: $42.7M.

Registration

• CRD: 141514
• Type: Registered investment adviser
• Phone: 405-400-1418
• Latest filing: 2026-03-12
• Regulatory AUM: $42.7M
• Discretionary AUM: $42.7M
• Clients: 1
• Accounts: 108

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141514 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search