$320.2M Total AUM
$320.2M Disc. AUM
24.8% 3Y CAGR
4 Employees
301 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2015
- Office Locations
- 1
Office Locations
965 Broad Street Augusta GA
About Wynn Capital
Wynn Capital is a Augusta-based RIA. The firm has been operating for 10 years. Managing $320.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
41 AVG AGE
$106.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT S WYNN
Chief Compliance Officer, Managing Member
- CRD
- #5968336
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Joshua Mansfield Baker
Portfolio Manager
- CRD
- #7661166
Available
Available
Available
Michael Emmett Turner
--
- CRD
- #7051854
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,162,279 | $384,810 |
| Non-Discretionary | $0 | -- |
| Total | $320,162,279 | $384,810 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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