WINDWARD CAPITAL MANAGEMENT CO
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.86B |
| Discretionary | $1.28B69% of AUM |
| Non-Discretionary | $582.9M |
| Client Accounts | 278 |
| Avg Account Size | $6.7M |
| Employees | 7 |
| Peak AUM | $1.86BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | +40.3% | +24.1% | +12.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.86B |
| Discretionary | $1.28B |
| Employees | 7 |
| Client Accounts | 278 |
Contact & Location
Address
11111 SANTA MONICA BOULEVARD
LOS ANGELES CA 90025
Phone
310-893-3000
Filing History
65 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
68.7% of AUM
Non-Discretionary
$583M
31.3% of AUM
Disc. mix ▼ 31.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerPension Consultant