WINDWARD CAPITAL MANAGEMENT CO
CRD #106908 SEC #801-50819 LOS ANGELES, CA 310-893-3000
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
8
Clients
--
Accounts
207
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.3B | $1.3B | $0 | 8 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 8 | 0 |
| Nov 2024 | $1.2B | $1.2B | $0 | 9 | 0 |
| Jul 2024 | $1.2B | $1.2B | $0 | 9 | 0 |
| Jul 2024 | $1.2B | $1.2B | $0 | 9 | 0 |
| Apr 2024 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 9 | 0 |
| Jan 2024 | $1.2B | $1.2B | $0 | 11 | 218 |
| Apr 2023 | $940M | $940M | $0 | 12 | 211 |
| Mar 2023 | $940M | $940M | $0 | 12 | 211 |
| Jan 2023 | $940M | $940M | $0 | 12 | 211 |
| Jan 2022 | $1.2B | $1.2B | $0 | 12 | 208 |
| Feb 2021 | $996.8M | $996.8M | $0 | 12 | 196 |
| Oct 2020 | $987.7M | $987.7M | $0 | 12 | 196 |
| Jun 2020 | $973.2M | $973.2M | $0 | 12 | 196 |
| Jan 2020 | $973.2M | $973.2M | $0 | 12 | 196 |
| Mar 2019 | $697.6M | $697.6M | $0 | 13 | 193 |
| Jan 2019 | $697.6M | $697.6M | $0 | 13 | 193 |
| Mar 2018 | $750.4M | $750.4M | $0 | 13 | 0 |
| Feb 2018 | $709.9M | $709.9M | $0 | 13 | 0 |
| Apr 2017 | $588.8M | $588.8M | $0 | 11 | 200 |
| Feb 2017 | $554.7M | $554.7M | $0 | 11 | 200 |
| Mar 2016 | $504.7M | $504.7M | $0 | 11 | 200 |
| Oct 2015 | $522.7M | $522.7M | $0 | 11 | 200 |
| Apr 2015 | $379.9M | $379.9M | $0 | 11 | 200 |
| Jan 2015 | $379.9M | $379.9M | $0 | 11 | 200 |
| Jan 2014 | $296.5M | $296.5M | $0 | 11 | 200 |
| Sep 2013 | $249.6M | $249.6M | $0 | 11 | 200 |
| May 2013 | $249.6M | $249.6M | $0 | 11 | 200 |
| Apr 2013 | $249.6M | $249.6M | $0 | 11 | 200 |
| Feb 2013 | $249.6M | $249.6M | $0 | 11 | 200 |
| Jul 2012 | $267.1M | $267.1M | $0 | 6 | 200 |
| Apr 2012 | $267.1M | $267.1M | $0 | 6 | 200 |
| Jan 2012 | $230.1M | $230.1M | $0 | 6 | 200 |
| Mar 2011 | $239.2M | $239.2M | $0 | 10 | -- |
| Jan 2011 | $239.2M | $239.2M | $0 | 10 | -- |
| Jan 2010 | $229M | $229M | $0 | 10 | -- |
| Oct 2009 | $214.7M | $214.7M | $0 | 10 | -- |
| Jun 2007 | $228.3M | $228.3M | $0 | 10 | -- |
| Jan 2007 | $160.2M | $160.2M | $0 | 10 | -- |
| Jan 2006 | $134M | $134M | $0 | 10 | -- |
| Feb 2005 | $87.4M | $87.4M | $0 | -- | -- |
| Jun 2004 | $123M | $123M | $0 | -- | -- |
| Apr 2004 | $123M | $123M | $0 | -- | -- |
| Apr 2002 | $117.5M | $117.5M | $0 | -- | -- |
| Mar 2002 | $117.5M | $117.5M | $0 | -- | -- |
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients218
DateApr 2023
Total AUM$940M
Discretionary$940M
Non-Disc.$0
Employees12
Clients211
DateMar 2023
Total AUM$940M
Discretionary$940M
Non-Disc.$0
Employees12
Clients211
DateJan 2023
Total AUM$940M
Discretionary$940M
Non-Disc.$0
Employees12
Clients211
DateJan 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients208
DateFeb 2021
Total AUM$996.8M
Discretionary$996.8M
Non-Disc.$0
Employees12
Clients196
DateOct 2020
Total AUM$987.7M
Discretionary$987.7M
Non-Disc.$0
Employees12
Clients196
DateJun 2020
Total AUM$973.2M
Discretionary$973.2M
Non-Disc.$0
Employees12
Clients196
DateJan 2020
Total AUM$973.2M
Discretionary$973.2M
Non-Disc.$0
Employees12
Clients196
DateMar 2019
Total AUM$697.6M
Discretionary$697.6M
Non-Disc.$0
Employees13
Clients193
DateJan 2019
Total AUM$697.6M
Discretionary$697.6M
Non-Disc.$0
Employees13
Clients193
DateMar 2018
Total AUM$750.4M
Discretionary$750.4M
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$709.9M
Discretionary$709.9M
Non-Disc.$0
Employees13
Clients0
DateApr 2017
Total AUM$588.8M
Discretionary$588.8M
Non-Disc.$0
Employees11
Clients200
DateFeb 2017
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients200
DateMar 2016
Total AUM$504.7M
Discretionary$504.7M
Non-Disc.$0
Employees11
Clients200
DateOct 2015
Total AUM$522.7M
Discretionary$522.7M
Non-Disc.$0
Employees11
Clients200
DateApr 2015
Total AUM$379.9M
Discretionary$379.9M
Non-Disc.$0
Employees11
Clients200
DateJan 2015
Total AUM$379.9M
Discretionary$379.9M
Non-Disc.$0
Employees11
Clients200
DateJan 2014
Total AUM$296.5M
Discretionary$296.5M
Non-Disc.$0
Employees11
Clients200
DateSep 2013
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees11
Clients200
DateMay 2013
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees11
Clients200
DateApr 2013
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees11
Clients200
DateFeb 2013
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees11
Clients200
DateJul 2012
Total AUM$267.1M
Discretionary$267.1M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$267.1M
Discretionary$267.1M
Non-Disc.$0
Employees6
Clients200
DateJan 2012
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$229M
Discretionary$229M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees10
Clients--
DateJun 2007
Total AUM$228.3M
Discretionary$228.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees--
Clients--