Data / Investment advisers / Nevada / Winans Investments
Winans Investments, Las Vegas, NV: $306 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Winans Investments is an SEC registered investment adviser with its main office in Las Vegas, Nevada and reports $306 million in regulatory assets under management in its Form ADV filed February 26, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Winans Investments (CRD number 107125): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 107125
- SEC file number
- 801-43327
- SEC status
- Approved, effective February 17, 1993
- Legal name
- Winans International
- Main office
- 410 S. Rampart Blvd. Suite 390, Las Vegas, NV 89145
- Phone
- (800) 494-6267
- Regulatory AUM
- $305,600,000 in the Form ADV filed February 26, 2026
- Discretionary AUM
- $305,600,000
- Accounts
- 512
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $187 million |
| Individuals (other than high net worth individuals) | 197 | $96.6 million |
| Pension and profit sharing plans | 6 | $13 million |
| Charitable organizations | 6 | $9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $305.6 million | February 26, 2026 |
| December 1, 2025 | $330.1 million | February 26, 2025 |
Other advisers in Las Vegas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kingsbridge Wealth Management, Inc. | Las Vegas | $469.3 million | Not listed | adviserinfo.sec.gov |
| Oak Harbor Capital, LLC | Las Vegas | $442.1 million | 18 | adviserinfo.sec.gov |
| Investment Management Consultants | Las Vegas | $440.3 million | Not listed | adviserinfo.sec.gov |
| American Retirement Planning Group Inc | Las Vegas | $348.1 million | Not listed | adviserinfo.sec.gov |
| Mission Financial Group, LLC | Las Vegas | $310.9 million | Not listed | adviserinfo.sec.gov |
| One Wealth Map, LLC | Las Vegas | $287.4 million | Not listed | adviserinfo.sec.gov |
| Pandora Wealth, Inc. | Las Vegas | $285 million | Not listed | adviserinfo.sec.gov |
| Kingsbridge Investment Partners LLC | Las Vegas | $282.5 million | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Las Vegas, NV
- Investment advisers in Nevada
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Winans Investments on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.