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PAUL WINKLER, INC.
CRD 119342File 801-128081
APPROVED
Retail clients
Disclosure events
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.28B
Clients
2,459
2,459 accounts
Employees
22
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 1, 2023
- Principal office
- 3050 BUSINESS PARK CIRCLE, SUITE 503, GOODLETTSVILLE, TN, 37072
- Phone
- 615-851-1950
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.28B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,459
- Total accounts
- 2,459
- AUM per client
- $519K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $26.7M |
| Charitable organizations | 2 | $1.3M |
| High net worth individuals | 367 | $686.2M |
| Individuals (other than high net worth individuals) | 2,052 | $561.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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- Q11
- Q11D2
- Q11D4
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.