# Winslow Asset Group, LLC

> Winslow Asset Group, LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 1, 2025.

- CRD: 292557
- Filed as: WINSLOW ASSET GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: August 1, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292557
- AdvisorCensus page: https://advisorcensus.com/firm/winslow-asset-group-llc-292557

## Quick answers

**How is Winslow Asset Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Winslow Asset Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Winslow Asset Group, LLC registered with the SEC or a state?**
Winslow Asset Group, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292557.

**How much does Winslow Asset Group, LLC manage?**
Winslow Asset Group, LLC reports $1,200,000 in regulatory assets under management in its Form ADV filing dated August 1, 2025 (100% discretionary).

**What types of clients does Winslow Asset Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3); high net worth individuals (3).

**Does Winslow Asset Group, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292557

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,200,000
- Discretionary: $1,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $200,000 |
| High net worth individuals | 3 | $1,000,000 |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292557

### Websites listed on Form ADV (Item 1.I)
- winslowag.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winslow Asset Group, LLC (CRD 292557): Form ADV filing data as of October 2026.