Robert Wynn
Advisor at Wynn Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wynn Capital
Location
Augusta, GA 30901
Credentials
CFA®, Series 63, Series 65
Industry experience
12 years
About
Robert Wynn is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Wynn Capital in Augusta, GA. He has worked with Wynn Capital since 2015 and also maintains a role at Asset Advisors Corporation. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, offering ERISA plan services including 3(38) investment manager options. The firm emphasizes long-term ownership of established companies, combining fundamental analysis with technical and cyclical tools, and manages approximately $250 million in client assets.
Expertise
Based on Wynn Capital
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Up to 1.00% annually
Account minimum: $500,000 (may be waived)
Location
965 Broad Street
Augusta, GA 30901
Most active in
Robert W has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Work history
Wynn Capital LLC
2015 - Present (11 years)
Asset Advisors Corporation
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Michael C
ChFC®, Series 65
Augusta, GA
CAVE, INC.
Sylvester L
Series 63, Series 65
Augusta, GA
Larkins & Associates Financial Services, LLC
Carolyn L
CFP®, Series 63, Series 65
Aiken, SC
A to Z Asset Advisors, LLC
Victor O
Series 65
Evans, GA
Prometheus Wealth Management, LLC
Eulon P
Series 65
Martinez, GA
Purvis Investments, Inc.
Lucien W
Series 66
Augusta, GA
Williams Wealth Management, Inc.
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