Wynn Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$305,546,456
Clients
293
Advisors
3
of 4 employees
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
Expertise
Occupation focus
Fee options
Up to 1.00% annually
Account minimum: $500,000 (may be waived)
Main office
965 Broad Street
Augusta GA 30901
Advisors at this office
3
Most active in
Georgia · South Carolina · Texas · Virginia
Also doing business as
Wynn Capital · Wynn Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert W
CFA®, Series 63, Series 65
Augusta, GA
Wynn Capital
Robert Wynn is a CFA® charterholder with 13 years of industry experience. He has been with Wynn Capital since 2015 and previously worked at Asset Advisors Corporation from 2013 to 2015. Wynn Capital serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management and ERISA plan services with a focus on a long-term, buy-and-hold equity strategy centered on large, established publicly traded companies.
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.
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.
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