WINDSOR CAPITAL MANAGEMENT, LLC
CRD #116593 SEC #801-64200 PHOENIX, AZ 480-515-3514
SEC Registered
Total AUM
$665M
Discretionary
$665M
Employees
8
Clients
10
Accounts
1,195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $665M | $665M | $0 | 8 | 0 |
| Feb 2025 | $665M | $665M | $0 | 8 | 0 |
| Jan 2024 | $619.8M | $619.8M | $0 | 8 | 0 |
| Sep 2023 | $587.5M | $587.5M | $0 | 8 | 0 |
| Jan 2023 | $587.5M | $587.5M | $0 | 8 | 0 |
| Oct 2022 | $626.4M | $626.4M | $0 | 8 | 0 |
| Feb 2022 | $626.4M | $626.4M | $0 | 8 | 0 |
| Sep 2021 | $614.7M | $614.7M | $0 | 9 | 0 |
| Jul 2021 | $614.7M | $614.7M | $0 | 9 | 0 |
| Feb 2021 | $614.7M | $614.7M | $0 | 9 | 0 |
| Oct 2020 | $571.7M | $571.7M | $0 | 7 | 0 |
| Jun 2020 | $571.7M | $571.7M | $0 | 7 | 0 |
| Jun 2020 | $571.7M | $571.7M | $0 | 7 | 0 |
| Mar 2020 | $571.7M | $571.7M | $0 | 7 | 0 |
| Jan 2020 | $571.7M | $571.7M | $0 | 7 | 0 |
| Apr 2019 | $502.1M | $502.1M | $0 | 7 | 0 |
| Feb 2019 | $502.1M | $502.1M | $0 | 7 | 0 |
| Feb 2019 | $502.1M | $502.1M | $0 | 7 | 0 |
| Jan 2019 | $502.1M | $502.1M | $0 | 7 | 0 |
| Oct 2018 | $530.4M | $530.4M | $0 | 8 | 0 |
| Oct 2018 | $530.4M | $530.4M | $0 | 8 | 0 |
| Feb 2018 | $530.4M | $530.4M | $0 | 8 | 0 |
| Jan 2018 | $506.2M | $506.2M | $0 | 8 | 0 |
| May 2017 | $506.2M | $506.2M | $0 | 8 | 650 |
| Apr 2017 | $506.2M | $506.2M | $0 | 8 | 650 |
| Feb 2017 | $506.2M | $506.2M | $0 | 8 | 650 |
| Nov 2016 | $460.8M | $460.8M | $0 | 8 | 650 |
| Feb 2016 | $460.8M | $460.8M | $0 | 8 | 650 |
| Nov 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| Sep 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| Jul 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| Jun 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| Jun 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| Jun 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| May 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| Feb 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| Jan 2015 | $493.8M | $493.8M | $0 | 9 | 700 |
| Jan 2015 | $477.4M | $477.4M | $0 | 8 | 679 |
| Nov 2014 | $477.4M | $477.4M | $0 | 8 | 679 |
| Apr 2014 | $477.4M | $477.4M | $0 | 8 | 679 |
| Mar 2014 | $477.4M | $477.4M | $0 | 8 | 679 |
| Feb 2014 | $477.4M | $477.4M | $0 | 8 | 679 |
| Jan 2014 | $477.4M | $477.4M | $0 | 8 | 679 |
| Oct 2013 | $436.5M | $436.5M | $0 | 8 | 700 |
| Aug 2013 | $436.5M | $436.5M | $0 | 8 | 700 |
| Apr 2013 | $436.5M | $436.5M | $0 | 8 | 700 |
| Feb 2013 | $436.5M | $436.5M | $0 | 8 | 700 |
| Feb 2013 | $436.5M | $436.5M | $0 | 8 | 700 |
| Dec 2012 | $368M | $368M | $0 | 8 | 600 |
| Nov 2012 | $368M | $368M | $0 | 8 | 600 |
| Jul 2012 | $368M | $368M | $0 | 6 | 600 |
| Mar 2012 | $368M | $368M | $0 | 6 | 600 |
| Feb 2012 | $368M | $368M | $0 | 6 | 600 |
| Jan 2012 | $368M | $368M | $0 | 6 | 600 |
| Dec 2011 | $368M | $368M | $0 | 6 | 600 |
| Jul 2011 | $342.9M | $342.9M | $0 | 10 | -- |
| May 2011 | $342.9M | $342.9M | $0 | 10 | -- |
| Apr 2011 | $342.9M | $342.9M | $0 | 10 | -- |
| Apr 2011 | $342.9M | $342.9M | $0 | 10 | -- |
| Mar 2011 | $342.9M | $342.9M | $0 | 10 | -- |
| Mar 2011 | $342.9M | $342.9M | $0 | 5 | -- |
| Feb 2011 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Jan 2011 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Dec 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Nov 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Oct 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Sep 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Sep 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Aug 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Aug 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Jun 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Apr 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Jan 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Jan 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Jan 2010 | $238.9M | $233.6M | $5.3M | 5 | -- |
| Oct 2009 | $137M | $132M | $5M | 5 | -- |
| Oct 2009 | $137M | $132M | $5M | 5 | -- |
| Mar 2008 | $106.5M | $102M | $4.5M | 5 | -- |
| Jan 2008 | $106.5M | $102M | $4.5M | 5 | -- |
| Nov 2007 | $106.5M | $102M | $4.5M | 5 | -- |
| Nov 2007 | $106.5M | $102M | $4.5M | 5 | -- |
| Jan 2006 | $38M | $38M | $0 | 5 | -- |
| Sep 2005 | $38M | $38M | $0 | 5 | -- |
DateApr 2025
Total AUM$665M
Discretionary$665M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$665M
Discretionary$665M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$619.8M
Discretionary$619.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$587.5M
Discretionary$587.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$587.5M
Discretionary$587.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$626.4M
Discretionary$626.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$626.4M
Discretionary$626.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$571.7M
Discretionary$571.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$571.7M
Discretionary$571.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$571.7M
Discretionary$571.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$571.7M
Discretionary$571.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$571.7M
Discretionary$571.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$530.4M
Discretionary$530.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$530.4M
Discretionary$530.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$530.4M
Discretionary$530.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2018
Total AUM$506.2M
Discretionary$506.2M
Non-Disc.$0
Employees8
Clients0
DateMay 2017
Total AUM$506.2M
Discretionary$506.2M
Non-Disc.$0
Employees8
Clients650
DateApr 2017
Total AUM$506.2M
Discretionary$506.2M
Non-Disc.$0
Employees8
Clients650
DateFeb 2017
Total AUM$506.2M
Discretionary$506.2M
Non-Disc.$0
Employees8
Clients650
DateNov 2016
Total AUM$460.8M
Discretionary$460.8M
Non-Disc.$0
Employees8
Clients650
DateFeb 2016
Total AUM$460.8M
Discretionary$460.8M
Non-Disc.$0
Employees8
Clients650
DateNov 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateSep 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateJul 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateJun 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateJun 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateJun 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateMay 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateFeb 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateJan 2015
Total AUM$493.8M
Discretionary$493.8M
Non-Disc.$0
Employees9
Clients700
DateJan 2015
Total AUM$477.4M
Discretionary$477.4M
Non-Disc.$0
Employees8
Clients679
DateNov 2014
Total AUM$477.4M
Discretionary$477.4M
Non-Disc.$0
Employees8
Clients679
DateApr 2014
Total AUM$477.4M
Discretionary$477.4M
Non-Disc.$0
Employees8
Clients679
DateMar 2014
Total AUM$477.4M
Discretionary$477.4M
Non-Disc.$0
Employees8
Clients679
DateFeb 2014
Total AUM$477.4M
Discretionary$477.4M
Non-Disc.$0
Employees8
Clients679
DateJan 2014
Total AUM$477.4M
Discretionary$477.4M
Non-Disc.$0
Employees8
Clients679
DateOct 2013
Total AUM$436.5M
Discretionary$436.5M
Non-Disc.$0
Employees8
Clients700
DateAug 2013
Total AUM$436.5M
Discretionary$436.5M
Non-Disc.$0
Employees8
Clients700
DateApr 2013
Total AUM$436.5M
Discretionary$436.5M
Non-Disc.$0
Employees8
Clients700
DateFeb 2013
Total AUM$436.5M
Discretionary$436.5M
Non-Disc.$0
Employees8
Clients700
DateFeb 2013
Total AUM$436.5M
Discretionary$436.5M
Non-Disc.$0
Employees8
Clients700
DateDec 2012
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees8
Clients600
DateNov 2012
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees8
Clients600
DateJul 2012
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees6
Clients600
DateMar 2012
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees6
Clients600
DateFeb 2012
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees6
Clients600
DateJan 2012
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees6
Clients600
DateDec 2011
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees6
Clients600
DateJul 2011
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateJan 2011
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateDec 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateNov 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateOct 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateSep 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateSep 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateAug 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateAug 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateJun 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateApr 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateJan 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateJan 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateJan 2010
Total AUM$238.9M
Discretionary$233.6M
Non-Disc.$5.3M
Employees5
Clients--
DateOct 2009
Total AUM$137M
Discretionary$132M
Non-Disc.$5M
Employees5
Clients--
DateOct 2009
Total AUM$137M
Discretionary$132M
Non-Disc.$5M
Employees5
Clients--
DateMar 2008
Total AUM$106.5M
Discretionary$102M
Non-Disc.$4.5M
Employees5
Clients--
DateJan 2008
Total AUM$106.5M
Discretionary$102M
Non-Disc.$4.5M
Employees5
Clients--
DateNov 2007
Total AUM$106.5M
Discretionary$102M
Non-Disc.$4.5M
Employees5
Clients--
DateNov 2007
Total AUM$106.5M
Discretionary$102M
Non-Disc.$4.5M
Employees5
Clients--
DateJan 2006
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--