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WINCAP FINANCIAL LLC
CRD 315798 · SEC 801-131123
55 UNION STREET, BOSTON, MA, 02108, United States
Phone
(617) 590-3250
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.1M
Discretionary AUM
$223.1M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $71.7M |
| High net worth individuals | 73 | $150.7M |
States served
CA, CO, ME, MA, NJ, NY, NC, PA, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD