Michael Collins
Wincap Financial · Boston, Massachusetts
Michael Collins is a fee-only financial advisor at Wincap Financial in Boston, Massachusetts, who holds the CFA credential. Wincap Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wincap Financial |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $223.1M across 624 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, TX · CRD 6720146 |
| Exams passed | Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wincapfinancial.com |
| Profile |
How Michael'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 Michael
Is Michael Collins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Wincap Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Collins based?
Michael Collins is based in Boston, Massachusetts.
What credentials does Michael Collins hold?
Michael Collins holds the CFA credential.
Is Michael Collins registered with the SEC?
Yes. Michael Collins is registered as an investment adviser representative in MA and TX (CRD 6720146), 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 Michael Collins?
Through Michael'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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