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WINTHROP CAPITAL MANAGEMENT

CARMEL, IN · CRD 145216 · IAPD ↗ · winthropis.com · 317-663-7500

$3.97BRegulatory AUM
9Advisory reps
29Employees
0Clients
11-25Planning clients
1Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — WINTHROP CAPITAL MANAGEMENT changed its website from winthropcm.com to winthropis.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
75
April 2025 — WINTHROP CAPITAL MANAGEMENT now reports 1 private fund(s) ($290.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
April 2024 — WINTHROP CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2024 — WINTHROP CAPITAL MANAGEMENT reported RAUM up 34% ($2.83B -> $3.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.