← Directory
WINANS INVESTMENTS
Legal name: WINANS INTERNATIONAL
CRD 107125File 801-43327
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$305.6M
Below cohort median (national)
Discretionary AUM
$305.6M
Clients
276
512 accounts
Employees
4
Above cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 17, 1993
- Principal office
- 410 S. RAMPART BLVD., SUITE 390, LAS VEGAS, NV, 89145
- Phone
- 800-494-6267
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $305.6M
- Discretionary AUM
- $305.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 512
- Non-discretionary accounts
- 0
- Total accounts
- 512
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $9.0M |
| High net worth individuals | 67 | $187.0M |
| Pension and profit sharing plans | 6 | $13.0M |
| Individuals (other than high net worth individuals) | 197 | $96.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 4 | decreased by2 |
| Mar 1, 2026 | Clients | 267 | 276 | increased by9 |
| Mar 1, 2026 | AUM | $330,100,000 | $305,600,000 | decreased by$24,500,000 |
| Mar 1, 2026 | Accounts | 500 | 512 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 285 | 267 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $299,656,000 | $330,100,000 | increased by$30,444,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 478 | 500 | increased by22 |
| Mar 1, 2022 | Clients | 266 | 285 | increased by19 |
| Mar 1, 2022 | AUM | $245,604,107 | $299,656,000 | increased by$54,051,893 |
| Mar 1, 2022 | Accounts | 436 | 478 | increased by42 |
| 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 “WINANS INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WINANS INVESTMENTS” 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.