{
  "crd_number": 289487,
  "slug": "winthrop-capital-advisors-llc-boston-ma-289487",
  "primary_business_name": "WINTHROP CAPITAL ADVISORS, LLC",
  "legal_name": "WINTHROP CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": null,
  "years_registered": null,
  "period": "2026-10-01",
  "filing_date": "2026-05-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289487",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/winthrop-capital-advisors-llc-boston-ma-289487",
  "display_name": "Winthrop Capital Advisors, LLC",
  "summary": "Winthrop Capital Advisors, LLC is an exempt reporting adviser in Boston, MA. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Winthrop Capital Advisors, LLC (CRD 289487): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Winthrop Capital Advisors, LLC located?",
      "a": "Winthrop Capital Advisors, LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Winthrop Capital Advisors, LLC report to regulators?",
      "a": "Winthrop Capital Advisors, LLC is an exempt reporting adviser. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 289487."
    },
    {
      "q": "How have Winthrop Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Winthrop Capital Advisors, LLC: Regulatory assets under management: $199,393,000 in the October 2023 data and $174,394,000 in the October 2025 data, down 13%. Total employees: 30 in October 2023 and 30 in October 2025. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Winthrop Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289487"
    },
    {
      "q": "What changed in Winthrop Capital Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $174,394,000 to $82,439,700 (-53%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 199393000.0,
      "total_employees": 30,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 199394000.0,
      "total_employees": 30,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 174394000.0,
      "total_employees": 30,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-05-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $174,394,000 to $82,439,700 (-53%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/winthrop-capital-advisors-llc-boston-ma-289487.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289487",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}