Winslow Asset Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,200,000
Clients
6
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$200,000
About
Winslow Asset Group, LLC is a state-registered investment adviser that provides consulting, investment advisory, and investment research services to individuals as well as institutional clients including corporations, trusts, estates, and charitable foundations. The firm reports discretionary management of client assets (approximately $12 million as of 12/31/24) and accepts accounts that meet its stated account thresholds.
The firm’s investment approach combines proprietary fundamental research with technical analysis to construct actively managed portfolios and seeks to capture market returns relative to the S&P 500 through trading across a broad range of instruments, including listed equities, options, ETFs, private funds, and special offerings. Accounts are typically managed on a discretionary basis with periodic reviews, client reporting via custodian statements, and use of technology tools for portfolio construction, risk management, and performance monitoring.
Notably, the firm engages in portfolio management for pooled vehicles and serves institutional-type clients, and it also offers performance-based fee arrangements for qualified clients—features that are uncommon among independent solo advisers. The brochure also discloses the firm’s practice of referring portfolio companies to outside consultants for which it may receive cash or non-cash compensation, and it documents past industry regulatory matters involving the firm’s principal; the firm states these relationships and disclosures are disclosed to clients.
Client services
Portfolio management
Occasional research publication
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
$100,000 - $2,500,000: 1.00% annually (100 bps) $2,500,000.01 - $5,000,000: 0.90% annually (90 bps) $5,000,000.01 - $10,000,000: 0.80% annually (80 bps) $10,000,000.01+: 0.70% annually (70 bps)
Performance fee of 10% to 30% with 0% AUM fee for certain qualified clients
Account minimum: $500,000 Minimum fee: No fees in excess of $500 charged in advance
Main office location
Winslow Asset Group, LLC
Lawrenceville GA, United States
Number of offices
1
Most active in
Winslow Asset Group, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")