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WINSLOW ASSET MANAGEMENT INC
CRD 106337File 801-41392
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 134 | 130 | decreased by4 |
| Apr 1, 2026 | AUM | $581,744,325 | $626,694,797 | increased by$44,950,472 |
| Apr 1, 2026 | Accounts | 134 | 130 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 5 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 147 | 134 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $629,207,054 | $581,744,325 | decreased by$47,462,729 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 147 | 134 | decreased by13 |
| Apr 1, 2022 | Clients | 143 | 147 | increased by4 |
| Apr 1, 2022 | AUM | $531,048,413 | $629,207,054 | increased by$98,158,641 |
| Apr 1, 2022 | Accounts | 143 | 147 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WINSLOW ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WINSLOW ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.