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 that began registration in 2022 and is owned by an individual. The firm advises both individuals/families and institutional clients, providing portfolio management for individuals and small businesses and charging fees as a percentage of assets under management. Wynn Capital reports no active ESG investing program, does not operate multi-state, and does not act as a pension consultant or related adviser. The firm custodies its assets with Charles Schwab & Co., which aligns with its heavy use of exchange-traded products and Schwab-branded ETFs among its holdings. Business activity centers on discretionary portfolio management rather than acting as a capital allocator or running proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3ROBERT 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
$32.6M in ETFs
97%
$31.7M
0%
$914K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $23.4M | 933,100 | 71.76% |
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
Similar firms
AP WEALTH MANAGEMENT
RIAAUGUSTA, GA
FIRETHORN WEALTH PARTNERS, LLC
RIAAUGUSTA, GA
RICHARD YOUNG ADVISORS
RIAAUGUSTA, GA
ASSET ADVISORS
RIAAUGUSTA, GA
MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING
RIAAUGUSTA, GA
WILLIAMS WEALTH MANAGEMENT, INC.
RIAAUGUSTA, GA