RIA Intel›Advisers›California›WINDWARD CAPITAL MANAGEMENT CO

WINDWARD CAPITAL MANAGEMENT CO

Advisory

N·LOS ANGELES, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$1.9B
1-Year AUM Growth
0.0%
3-Year CAGR
+4.7%
Employees
3
Assets Under Management
Total AUM$1.9B
Discretionary AUM$1.3B
Non-Discretionary AUM$583M
Discretionary %68.7%
Total Clients125
Team
Total Employees3
Investment Advisers7
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record56
First FilingFeb 28, 2001
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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