|
⚲
|
| Wynn Capital LLC
✚
|
|
|---|---|
| CRD # | 281291 |
| SEC # | 801-124996 |
| CIK # | 0002009900 |
| AUM | $320.2 M (2026-04-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 706-869-3451 |
| Address | 965 Broad Street Augusta, GA 30901 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.1 | ||
| Tesla Motors Inc | 10.6 | ||
| Alphabet Inc | 9.8 | ||
| Apple Inc | 9.0 | ||
| J P Morgan Chase & Co | 6.9 | ||
| Applied Materials Inc /DE | 5.8 | ||
| Cisco Systems Inc | 5.6 | ||
| Goldman Sachs Group Inc | 5.4 | ||
| American Express Co | 4.7 | ||
| Facebook Inc | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 77.2 |
| (b) Individuals (high net worth individuals) | 71 | 228.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.4 |
| (h) Charitable organizations | 4 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 5.8 |
| Total | 832 | 320.2 |
| By Discretionary | ||
| Discretionary | 832 | 320.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 320.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.2 | |
| Total | 832 | 320.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009900] |
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|---|---|---|
|
Integrated Financial Strategies LLC
✚
|
FL | 0.3 |
|
Truenorth Financial Services LLC
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|
WA | 0.3 |
|
Founder Family Financial LLC
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TX | 0.3 |
|
1 North Wealth Services LLC
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MD | 0.3 |
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Atomic Invest LLC
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NY | 0.3 |
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Arroyo Investment Group LLC
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CA | 0.3 |
|
Theory Financial LLC
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CO | 0.3 |
|
Remedium Capital Partners LLC
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|
FL | 0.3 |
|
JBR Co Financial Management Inc
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|
OK | 0.3 |
|
Model Wealth Inc
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|
0.3 |