Joseph Duran
Wincap Financial · Fort Collins, Colorado
Joseph Duran is a fee-only financial advisor at Wincap Financial in Fort Collins, Colorado. Wincap Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wincap Financial |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $223.1M across 624 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5422057 |
| Exams passed | Series 66 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wincapfinancial.com |
| Profile |
How Joseph's firm compares
- Wincap Financial's average account is about $358,000, from its Form ADV (assets managed divided by 624 accounts).
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Questions about Joseph
Is Joseph Duran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Wincap Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Wincap Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Duran based?
Joseph Duran is based in Fort Collins, Colorado.
Is Joseph Duran registered with the SEC?
Yes. Joseph Duran is registered as an investment adviser representative in CO (CRD 5422057), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wincap Financial manage?
Wincap Financial reports $223.1M across 624 accounts in assets under management.
How do I contact Joseph Duran?
Through Joseph's website, wincapfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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