WYNN Capital, LLC
Wynn Capital, LLC is a registered investment adviser headquartered in Augusta, Georgia. Founded in 2003 by professional trader Thomas Wynn, the firm provides independent, fee-only financial planning and investment management services. Wynn Capital serves individuals, families, retirement accounts, foundations, and employer-sponsored plans such as 401k and 403b, applying academic research, portfolio construction, and risk management for clients. The firm employs 4 people, focusing entirely on fiduciary client service.
Investment Strategy
Wynn Capital, LLC is dedicated to applying academic research, innovative portfolio construction, and advanced hedging strategies to help clients achieve and maintain expected returns across global asset classes. As a fiduciary, the firm operates on a fee-only basis—receiving no commissions or compensation from product sales—ensuring alignment with client interests. Their approach emphasizes comprehensive, customized investment management backed by rigorous planning and ongoing risk management, with portfolios custodialized at leading institutions for added security and transparency.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 11.07% | $22.8M | 887,500 | $18.97 | $25.71 | +$2.1M |
M MSFT | MICROSOFT CORP | 7.49% | $15.4M | 29,817 | $377.23 | $517.95 | +$686.1K |
T TSLA | TESLA INC | 5.52% | $11.4M | 25,588 | $248.05 | $444.72 | +$3.3M |
A AAPL | APPLE INC | 4.09% | $8.4M | 33,118 | $194.96 | $254.63 | +$1.7M |
G GOOG | ALPHABET INC | 3.57% | $7.4M | 30,236 | $143.48 | $243.55 | +$2.0M |