# Wynstone Investment Advisors, LLC.

> Wynstone Investment Advisors, LLC. is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 17, 2026.

- CRD: 164092
- Filed as: WYNSTONE INVESTMENT ADVISORS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164092
- AdvisorCensus page: https://advisorcensus.com/firm/wynstone-investment-advisors-llc-164092

## Quick answers

**How is Wynstone Investment Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Wynstone Investment Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management.

**Is Wynstone Investment Advisors, LLC. registered with the SEC or a state?**
Wynstone Investment Advisors, LLC. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164092.

**How much does Wynstone Investment Advisors, LLC. manage?**
Wynstone Investment Advisors, LLC. reports $28,461,200 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (95% discretionary).

**What types of clients does Wynstone Investment Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26).

**Does Wynstone Investment 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/164092

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,461,200
- Discretionary: $26,900,000
- Non-discretionary: $1,561,200

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 26 | $28,461,200 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wynstone Investment Advisors, LLC. (CRD 164092): Form ADV filing data as of October 2026.