Winch Advisory Services, Llc
- Regulatory AUM
- $580M
- Discretionary
- $580M
- Clients
- 851
- Avg AUM / client
- $682K
- Accounts
- 2,323
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 704 | $201M | 34.7% |
| High net worth individuals | 147 | $365M | 62.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $13.8M | 2.37% |
| Charitable organizations | Fewer than 5 clients | $49.1K | 0.01% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christina Vignec Winch | Owner | CFP | May 1998 (28y) | 25% – 50% |
| Adam Zachary Winch | Owner | Sep 2007 (19y) | 25% – 50% | |
| Samuel Ronald Winch | Owner/Chief Compliance Officer | Sep 2011 (15y) | 25% – 50% | |
| Tanya Christine Winch | Owner | Dec 2015 (11y) | 25% – 50% | |
| Frederic David Hubley | Registered representative | Nov 2009 (17y) | ||
| Christian Peterson | Registered representative | Feb 2011 (15y) | ||
| Matthew William Weyers | Registered representative | Jul 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $571M (98% of AUM) Mar 2026
- TD Ameritrade $380M (88% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗