Lucas Pavlatos
Wincap Financial · Danvers, Massachusetts
Lucas Pavlatos is a fee-only financial advisor at Wincap Financial in Danvers, Massachusetts, who holds the CFP credential. Wincap Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wincap Financial |
|---|---|
| Based in | Danvers, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $223.1M across 624 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6722736 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wincapfinancial.com |
How Lucas'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 Lucas
Is Lucas Pavlatos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucas 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 Lucas charge for financial advice?
Lucas's firm, Wincap Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Lucas Pavlatos based?
Lucas Pavlatos is based in Danvers, Massachusetts.
What credentials does Lucas Pavlatos hold?
Lucas Pavlatos holds the CFP credential.
Is Lucas Pavlatos registered with the SEC?
Yes. Lucas Pavlatos is registered as an investment adviser representative in MA (CRD 6722736), 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 Lucas Pavlatos?
Through Lucas'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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