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 is an SEC-registered LLC (registration in 2022) that advises both individual/family and institutional clients. The firm provides discretionary portfolio management with a stated focus on managing accounts for individuals and small businesses. Fees are charged as a percentage of assets under management. Wynn Capital does not identify itself as an active ESG investor, a pension consultant, or a capital allocator; its owner type is listed as individual and the adviser is classified as unclassified.
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
Robert Wynn
PresidentCRD 5968336
Michael Turner
Vice PresidentCRD 7051854
Joshua Baker
Portfolio ManagerCRD 7661166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$38M in ETFs
98%
$37M
0%
$950K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $27.9M | 963,366 | 73.42% |
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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