Randolph Winton
Lynch, Winton & Associates · Swarthmore, Pennsylvania
Randolph Winton is a fee-only financial advisor at Lynch, Winton & Associates in Swarthmore, Pennsylvania. Lynch, Winton & Associates reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Lynch, Winton & Associates |
|---|---|
| Based in | Swarthmore, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.8M across 17 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1838241 |
| Exams passed | Series 63 (1988) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Randolph's firm compares
- Lynch, Winton & Associates's average account is about $282,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Randolph
Is Randolph Winton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randolph holds no broker registration, and Lynch, Winton & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randolph charge for financial advice?
Randolph's firm, Lynch, Winton & Associates, reports charging a percentage of assets on its SEC Form ADV.
Where is Randolph Winton based?
Randolph Winton is based in Swarthmore, Pennsylvania.
Is Randolph Winton registered with the SEC?
Yes. Randolph Winton is registered as an investment adviser representative in PA (CRD 1838241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lynch, Winton & Associates manage?
Lynch, Winton & Associates reports $4.8M across 17 accounts in assets under management.
How do I contact Randolph Winton?
Contact details aren't on file yet. Search for Lynch, Winton & Associates.
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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