# Winthrop Capital Advisors, LLC

> 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.

- CRD: 289487
- Filed as: WINTHROP CAPITAL ADVISORS, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289487
- AdvisorCensus page: https://advisorcensus.com/firm/winthrop-capital-advisors-llc-boston-ma-289487

## Quick answers

**Where is Winthrop Capital Advisors, LLC located?**
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).

**How does Winthrop Capital Advisors, LLC report to regulators?**
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.

**How have Winthrop Capital Advisors, LLC's assets and staff changed since 2021?**
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.

**Does Winthrop Capital Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Winthrop Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $174,394,000 to $82,439,700 (-53%).

## From the Form ADV filing

### Firm details
- Reporting since: Not reported
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Jericho, NY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | March 30, 2022 |
| October 2023 | $199,393,000 | 30 | March 31, 2023 |
| October 2024 | $199,394,000 | 30 | March 28, 2024 |
| October 2025 | $174,394,000 | 30 | March 31, 2025 |
| October 2026 | Not reported | Not reported | May 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $174,394,000 to $82,439,700 (-53%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winthrop Capital Advisors, LLC (CRD 289487): Form ADV filing data as of October 2026.