Data / Investment advisers / Ohio / Winslow Asset Management Inc
Winslow Asset Management Inc, Beachwood, OH: $627 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Winslow Asset Management Inc is an SEC registered investment adviser with its main office in Beachwood, Ohio and reports $627 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Winslow Asset Management Inc (CRD number 106337): 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
- 106337
- SEC file number
- 801-41392
- SEC status
- Approved, effective May 12, 1992
- Main office
- 3333 Richmond Rd #180, Beachwood, OH 44122
- Phone
- (216) 360-4700
- Website
- winslowasset.com
- Regulatory AUM
- $626,694,797 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $626,694,797
- Accounts
- 130
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 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 | 124 | $428.1 million |
| Pension and profit sharing plans | 1 | $182.2 million |
| Charitable organizations | 5 | $16.4 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 |
|---|---|---|
| April 1, 2026 | $626.7 million | March 30, 2026 |
| December 1, 2025 | $581.7 million | March 25, 2025 |
Other advisers in Beachwood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Org Portfolio Management LLC | Beachwood | $6.38 billion | 5 | adviserinfo.sec.gov |
| Stratos Wealth Advisors LLC | Beachwood | $5.57 billion | Not listed | adviserinfo.sec.gov |
| CM Wealth Advisors LLC | Beachwood | $3.60 billion | 30 | adviserinfo.sec.gov |
| Stratos Investment Management, LLC | Beachwood | $3.31 billion | Not listed | adviserinfo.sec.gov |
| Van Cleef Asset Management Inc | Beachwood | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Adaptive Financial Consulting, LLC | Beachwood | $547.1 million | Not listed | adviserinfo.sec.gov |
| North Star Advisory Group, LLC | Beachwood | $289.1 million | Not listed | adviserinfo.sec.gov |
| Shaker Investments | Beachwood | $258.8 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beachwood, OH
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Winslow Asset Management Inc 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.