Firm profile

WYNN CAPITAL

AUGUSTA, GACRD 281291Latest ADV April 22, 2026

Wynn Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Augusta, GA. Its latest Form ADV filing, dated April 22, 2026, reports $320M in regulatory assets under management, 4 employees, and 832 accounts.

Assets Under Management
$320M
Employees
4
Offices
--
Total Clients
301
Primary office
AUGUSTA, GA
965 BROAD STREET, AUGUSTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORobert S. Wynn

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
222
2
HNWI
23.6%
71
3
Charitable
1.3%
4
4
Pension Plans
0.7%
2
5
Irrevocable Trusts/Estates
0.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$320Mas of April 22, 2026
Discretionary100.0%
$320M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$320M
Total Accounts832
10Y AUM Change+$157M (+96.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee75:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.