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Wynn Capital

Updated today

Client assets under management

$305,546,456

Clients

293

24% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

98

Very High

Average account size

$1,042,821

About

Wynn Capital serves individual and high‑net‑worth clients as well as qualified retirement plans, offering discretionary asset management and ERISA plan services, including the option to act as a 3(38) investment manager. Client engagements cover portfolio construction, ongoing monitoring, and assistance with plan documents such as investment policy statements and qualified default investment alternatives.

The firm emphasizes a long‑term, buy‑and‑hold equity approach focused on large, well‑established publicly traded companies with durable competitive advantages, and uses fundamental, technical, charting and cyclical analysis in security selection. Fixed‑income allocations are often laddered to meet known cash needs and bonds are rarely sold prior to maturity; accounts are managed on a discretionary basis with fees assessed as a percentage of assets and billing handled through the custodian.

Noteworthy for a firm of this size, Wynn Capital combines ERISA 3(38) plan management with individual wealth management, maintains a relatively high stated account minimum of $500,000 (subject to waiver), and staffs a small team that includes CFA, CFP and CPA credentials. The firm leaves proxy voting to clients and discloses receipt of custodial research or other “soft dollar” benefits as a potential conflict that it manages under its fiduciary policies.

Client services

Portfolio management

Expertise

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

Up to 1.00% annually

Other

Account minimum: $500,000 (may be waived)

Main office location

Wynn Capital

965 Broad Street

Augusta GA 30901, United States

Number of offices

1

Most active in

Georgia · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert W

CFA®, Series 63, Series 65

Augusta, GA

Wynn Capital

Robert Wynn is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Wynn Capital in Augusta, GA. He has worked with Wynn Capital since 2015 and also maintains a role at Asset Advisors Corporation. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, offering ERISA plan services including 3(38) investment manager options. The firm emphasizes long-term ownership of established companies, combining fundamental analysis with technical and cyclical tools, and manages approximately $250 million in client assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
user avatar

Michael T

Series 65

Augusta, GA

Wynn Capital

Michael Turner is a financial advisor at Wynn Capital with seven years of industry experience. He holds a Series 65 designation and previously worked at Elliott Davis, LLC for six years before joining Wynn Capital in 2018. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, including ERISA plan services and 3(38) investment manager options. The firm focuses on long-term ownership of large, established companies using fundamental and technical analysis, managing portfolios primarily with individual stocks and bonds on a discretionary basis.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
user avatar

Joshua B

Series 65

Augusta, GA

Wynn Capital

Joshua Baker is a financial advisor at Wynn Capital in Augusta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Wynn Capital in 2022, he worked at Serotta Maddocks Evans & Co., CPAs, Deloitte Tax LLP, Dixon Hughes Goodman LLP, and Cherry Bekaert LLP. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, emphasizing long-term ownership of large, established companies through fundamental analysis combined with technical and cyclical tools. The firm manages approximately $250 million in client assets and offers fiduciary services including ERISA plan management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
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