Winchester Asset Management, LLC: new SEC registration, $154M AUM, Chicago, IL
Winchester Asset Management, LLC (Chicago, Illinois): new SEC registration, $154M AUM, Chicago, IL. Its amount of 154 is above the median of 134 (58th percentile). Dated 190 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 154 · 58th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Winchester Asset Management, LLC |
| Legal name | Winchester Asset Management, LLC |
| CRD | 322300 |
| Status | Approved |
| Registered with the SEC | 2026-04-29 |
| Latest Form ADV filing | 2026-03-30 |
| Location | Chicago, IL, United States |
| Regulatory AUM | $154,039,490 |
| Accounts | 4 |
| Employees | 2 |
| Website | https://www.winchesteram.com |
| amount percentile | 58th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Winchester Asset Management, LLC and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Winchester Asset Management, LLC's amount: 58th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $154M under management.
- Website on file.
What is the NewRiaPulse record for Winchester Asset Management, LLC in Chicago, Illinois?
Winchester Asset Management, LLC received SEC registration as an investment adviser (2026-04-29) with $154,039,490 in regulatory assets under management, based in Chicago, IL.
How does Winchester Asset Management, LLC compare to other Illinois NewRiaPulse records?
Its amount of 154 sits in the upper half (58th percentile) of 1,149 records; the median is 134. It is 190 days old; check the official source for later updates before acting.
Winchester Asset Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Winchester Asset Management, LLC | Chicago, IL | 154 | 58th | 2026-04-29 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.