Wynn Capital
Firm details
- Headquarters
- Augusta, Georgia
- CRD number
- 281291
- Registered since
- May 12, 2022
- Website
- wynncap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.32%
- Individuals24.11%
- Charitable Organizations2.65%
- Other1.8%
- Pension & Profit Sharing Plans0.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wynn Capital LLC is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm is SEC-registered (registered in 2022) and charges clients fees as a percentage of assets under management. Client types include both individual & family clients and institutional relationships. Investment activity centers on publicly traded equities and exchange-traded products, with supplemental allocations to mutual funds and select alternative real estate exposures. The firm does not describe itself as an active ESG investor and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Cash & Cash Equivalents24%
- Public Funds/Mutual Funds16%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Michael Turner
Vice PresidentCRD 7051854
Robert Wynn
PresidentCRD 5968336
Joshua Baker
Portfolio ManagerCRD 7661166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$38.9M in ETFs
98%
$38M
0%
$934K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $28.8M | 981,059 | 73.88% |
Location
Augusta, GA
Richmond
Location
Augusta, GA
Headquartered in Augusta, GA, in the South of the United States.
- Region
- South
- County
- Richmond
- Address
- 965 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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