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- Custodian
- Charles Schwab & Company ยท Guggenheim
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-1988
- Office Locations
- 1
Office Locations
About Wynne Capital Management, Incorporated
Wynne Capital Management is a St. Louis-based boutique RIA providing financial planning, insurance, and portfolio management for retail clients including entrepreneurs. The firm emphasizes risk management and socially responsible investing, with portfolios built primarily with public funds (including mutual funds) and managers such as Dimensional Fund Advisors. Custody via Charles Schwab; planning/reporting on eMoney and Black Diamond.
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Owner & Executives
LUKE WYNNE CORRIGAN
Chief Compliance Officer, President
- CRD
- #3278206
- Ownership
- Less than 5%
TIMOTHY EDWARD CORRIGAN
FOUNDER
- CRD
- #1899235
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,093,830 | -- |
| Non-Discretionary | $1,969,631 | -- |
| Total | $26,063,461 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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