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WYNN CAPITAL

AUGUSTA, GA · CRD 281291 · IAPD ↗ · wynncap.com · 706-869-3451

$320.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — WYNN CAPITAL notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2026 — WYNN CAPITAL reported RAUM up 28% ($251.0M -> $320.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — WYNN CAPITAL reported RAUM up 25% ($200.4M -> $251.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — WYNN CAPITAL notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — WYNN CAPITAL reported RAUM up 26% ($158.6M -> $200.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.