Wynn Capital LLC

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Assets, Funds, Holdings

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Wynn Capital LLC
CRD #281291
SEC #801-124996
CIK #0002009900
AUM $200.4 MM (2024-02-06)
Employees 4 (75% Investors, 0% Brokers)
Phone706-869-3451
Address965 Broad Street
Augusta, GA 30901
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 6.5
MSFT 1,918,222.4 5.4
GOOG 1,482,566.4 5.3
TSLA 723,390.3 4.8
META 434,852.0 4.0
JPM 340,169.2 3.7
AXP 107,077.6 3.4
ORCL 182,760.6 2.7
GS 102,858.9 2.6
MRK 232,371.9 2.6
View All
Holdings by Sector ($MM)
14011284562802023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 216 81.4
(b) Individuals (high net worth individuals) 39 111.6
(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 0.3
(h) Charitable organizations 2 2.6
(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 4.5
Total 686 200.4
By Discretionary
Discretionary 686 200.4
Non-Discretionary 0 0.0
Total 686 200.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.4
Total 686 200.4
EDGAR Form CIK 2011 - 2024
13F-HR [0002009900]
Comparable Firms State AUM ($BB)
Pillar Wealth Management LLC
FL 0.2
Guardian Wealth Management Inc
TN 0.2
Garland Capital Management Inc
WA 0.2
Red Spruce Capital LLC
PA 0.2
Model Wealth Inc
IL 0.2
Western Financial Corporation
CA 0.2
Robbins Financial Advisory Service Inc
PA 0.2
Ascension Asset Management LLC
NY 0.2
Kane Company PC
IA 0.2
Christopher J Hasenberg Inc
WI 0.2
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