Winans International provides portfolio management for individuals and small businesses and portfolio management for institutions.
Winans International reports 276 clients. They include 197 individual clients, 67 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($306M across 512 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 32% |
| High-net-worth individuals | 24% | 61% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 197 | $96.6M | 31.6% | $490K |
| High-net-worth individuals | 67 | $187M | 61.2% | $2.79M |
| Pension and profit-sharing plans | 6 | $13M | 4.3% | $2.17M |
| Charitable organizations | 6 | $9M | 2.9% | $1.5M |
| Total | 276 | $306M | 100% | $1.11M |
- Clients
- 197
- Regulatory AUM
- $96.6M
- AUM share
- 31.6%
- Avg. per client
- $490K
- Clients
- 67
- Regulatory AUM
- $187M
- AUM share
- 61.2%
- Avg. per client
- $2.79M
- Clients
- 6
- Regulatory AUM
- $13M
- AUM share
- 4.3%
- Avg. per client
- $2.17M
- Clients
- 6
- Regulatory AUM
- $9M
- AUM share
- 2.9%
- Avg. per client
- $1.5M
Total
- Clients
- 276
- Regulatory AUM
- $306M
- AUM share
- 100%
- Avg. per client
- $1.11M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Winans International is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Kenneth Winans owns 50% to 75% of Winans International. The leadership team of Winans International includes President Kenneth Winans and Chief Compliance Officer Stephanie Larson. It has 4 employees.
Leadership
- Kenneth WinansPresident/Chief Investment Officer
- Stephanie LarsonChief Compliance Officer
- Stephanie LarsonManaging Director
- James WilsonShareholder
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Alana Terese Mendiola Calairo
- Brittany Jerez
- Stephanie Irene Larson
- Charis JoyLynn McLemore
- Kenneth Grant Winans
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Winans International
Kenneth Winans
Control person · since September 1992
- Owns 10% to 25% of Winans International
James Wilson
since March 1996
- Owns 10% to 25% of Winans International
Stephanie Larson
Control person · since September 2021
Winans International’s regulatory assets grew from $246M (March 2021) to $306M (February 2026); clients were 276 in both filings and employees fell from 6 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $306M | 276 | 4 | 2 |
| February 2025 | $330M | 267 | 6 | 2 |
| June 2024 | $258M | 278 | 5 | 2 |
| July 2023 | $245M | 318 | 5 | 2 |
| February 2022 | $300M | 285 | 6 | 2 |
| March 2021 | $246M | 266 | 6 | 2 |
Besides its headquarters, Winans International has 1 office, with 2 listed addresses in California and Nevada.
California · 1 listed address
- 7250 Redwood BLVD., Novato
Nevada · 1 listed address
- 410 S. Rampart BLVD., Suite 390, Las VegasHQ
Contact and registration details
- Legal name
- Winans International
- Headquarters
- 410 S. Rampart BLVD., Suite 390, Las Vegas, NV 89145
- Website
- winansinvestments.com
- Phone
- 800-494-6267
- @winans-investments
- SEC file
- 801-43327
- Founded
- 1992
- Structure
- California corporation
- Fiscal year end
- December
Winans International uses Charles Schwab ($306M) as custodian for its separately managed accounts. Winans International does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $306M100%
At year end, Winans International’s separately managed accounts were largely in stocks (45%) and bonds (43%).
What the accounts hold
- Stocks45%
- Funds7%
- Bonds43%
- Cash5%
How many clients does Winans International have?
Winans International has 276 clients and manages $306 million for them, as of February 2026. They include 197 individual clients, 67 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does Winans International offer?
Winans International provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Winans International use?
Winans International’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $306M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does Winans International have?
Winans International has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Winans International invest in?
At the end of its last fiscal year, Winans International’s separately managed accounts held 45% exchange-traded equities, 43% investment grade corporate bonds, 7% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Winans International?
Winans International’s direct owners are Kenneth Winans (50% to 75%), James Wilson (10% to 25%) and Stephanie Larson (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does Winans International get paid?
Winans International is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Winans International registered with the SEC?
Yes, Winans International has been registered with the SEC as an investment adviser since 17 February 1993. Its CRD number is 107125 and its SEC file number is 801-43327.
Source: Form ADV Part 1A, Item 1, filed 26 February 2026; IAPD firm record
How do I contact Winans International?
Winans International’s main office is at 410 S. Rampart BLVD., Suite 390, Las Vegas, NV 89145. Its phone number is 800-494-6267. Its website is winansinvestments.com.