← Directory
WINSLOW ASSET MANAGEMENT INC
CRD 106337File 801-41392
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$626.7M
Above cohort median (national)
Discretionary AUM
$626.7M
Clients
130
130 accounts
Employees
6
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 12, 1992
- Principal office
- 3333 RICHMOND RD #180, BEACHWOOD, OH, 44122
- Phone
- 216-360-4700
- Website
- HTTP://WWW.WINSLOWASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $626.7M
- Discretionary AUM
- $626.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 130
- Non-discretionary accounts
- 0
- Total accounts
- 130
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $16.4M |
| High net worth individuals | 124 | $428.1M |
| Pension and profit sharing plans | 1 | $182.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.