WINDSOR CAPITAL MANAGEMENT, LLC

CRD 116593File 801-64200

APPROVED

Retail clients

Filing as of Jan 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$703.4M

Above cohort median (national)

Discretionary AUM

$703.4M

Clients

543

1,204 accounts

Employees

Top 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 28, 2005
Principal office: 20860 NORTH TATUM BLVD., SUITE 220, PHOENIX, AZ, 85050
Phone: 480-515-3514
Website: HTTP://WWW.MONEYUNCOMPLICATED.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $703.4M
Discretionary AUM: $703.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,204
Non-discretionary accounts: 0
Total accounts: 1,204
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$24.4M
Charitable organizations	6	$8.9M
High net worth individuals	183	$374.4M
Pension and profit sharing plans	66	$46.1M
Individuals (other than high net worth individuals)	275	$249.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
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 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.