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Windsor Capital Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR Bloomberg Barclays High Yield Bond ETF $10,616,000
iShares 1-3 Year Credit Bond ETF $9,987,000
SPDR S&P 500 ETF Trust $6,751,000
Alerian MLP ETF $6,323,000
iShares US Preferred Stock ETF $5,939,000
SPDR Bloomberg Barclays Convertible Securities ETF $5,851,000
iShares Core S&P Mid-Cap ETF $5,607,000
PowerShares Senior Loan Portfolio $4,188,000
PowerShares Emerging Markets Sovereign Debt Portfolio $3,932,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $3,721,000
SPDR Bloomberg Barclays International Corporate Bond ETF $3,640,000
iShares Core S&P 500 ETF $3,310,000
Vanguard Tax-Managed International Fund $3,268,000
Vanguard Short-Term Bond Index Fund $3,072,000
iShares Core US Aggregate Bond ETF $3,070,000
Vanguard Emerging Markets Stock Index Fund $2,777,000
Technology Select Sector SPDR Fund $2,682,000
iShares Core S&P Small-Cap ETF $2,612,000
JPMorgan Alerian MLP Index Exchange Traded Notes $2,270,000
iShares MSCI EAFE ETF $1,951,000
Vanguard Short-Term Corporate Bond Index Fund $1,759,000
Consumer Staples Select Sector SPDR Fund $1,714,000
Consumer Discretionary Select Sector SPDR Fund $1,543,000
Health Care Select Sector SPDR Fund $1,469,000
Energy Select Sector SPDR Fund $1,460,000
Industrial Select Sector SPDR Fund $1,459,000
Vanguard REIT Index Fund $1,291,000
iShares MSCI Emerging Markets ETF $1,282,000
iShares Cohen & Steers REIT ETF $1,131,000
SPDR Gold Shares $976,000
Financial Select Sector SPDR Fund $906,000
iShares iBoxx $ High Yield Corporate Bond ETF $820,000
iShares Core S&P Total US Stock Market ETF $806,000
Utilities Select Sector SPDR Fund $713,000
iShares Russell 2000 ETF $695,000
Materials Select Sector SPDR Fund $668,000
SPDR Wells Fargo Preferred Stock ETF $650,000
UBS Exchange Traded Access Securities (E-TRACS) Alerian MLP Infrastructure Index $485,000
Vanguard Intermediate-Term Corporate Bond Index Fund $406,000
iShares Russell Mid-Cap ETF $397,000
SPDR Bloomberg Barclays Short Term Corporate Bond ETF $352,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $317,000
iShares JPMorgan USD Emerging Markets Bond ETF $295,000
SPDR Dow Jones Industrial Average ETF Trust $249,000
iShares Russell 1000 ETF $218,000

    Assets

    Assets

    Last updated on May 9, 2019
      • $502.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $438.5K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    6

    name start date
    Darren Lane Whitehurst
    July 2008
    Carolin Alaverdian Haib
    November 2008
    Lewis Richard Coffey
    November 2013
    Ian Michael Freemire
    February 2019
    Frederick Anthony Petrino
    July 2009

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Darren Lane Whitehurst Chief Manager January, 2000 less than 5%
      Donald Edward Peppler Chief Compliance Officer February, 2008 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges