WINDWARD CAPITAL MANAGEMENT CO

CRD 106908File 801-50819

APPROVED

Retail clients

Custody

Filing as of Jun 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.86B

Top 25% of cohort (national)

Discretionary AUM

$1.28B

Non-discretionary $582.9M

Clients

169

278 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Dec 14, 1995
Principal office: 11111 SANTA MONICA BOULEVARD, SUITE 1200, LOS ANGELES, CA, 90025
Phone: 310-893-3000
Website: HTTP://WWW.WINDWARDCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.86B
Discretionary AUM: $1.28B
Non-discretionary AUM: $582.9M
Discretionary accounts: 243
Non-discretionary accounts: 35
Total accounts: 278
AUM per client: $11.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$4.3M
Charitable organizations	4	$9.3M
High net worth individuals	74	$1.18B
Pension and profit sharing plans	35	$641.8M
Individuals (other than high net worth individuals)	53	$24.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.