Wynne Capital Management, Incorporated

Overview

Wynne Capital Management, Incorporated is a small, client-focused advisory firm that provides portfolio management for individuals and small businesses. The firm runs a predominantly discretionary investment program, leaning on pooled public funds as the backbone of client portfolios while supplementing with targeted alternative allocations. Fee arrangements include a standard percentage of AUM plus performance-based fees, which indicates the firm may tie compensation to benchmark- or absolute-return outcomes for certain strategies or client accounts. Wynne Capital is not an active ESG investor and does not operate as a multi-state adviser, which points to a regional, high-touch practice rather than a broad national platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices