W
Wynne Capital Management, Incorporated
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,093,830
Clients
9
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$2,677,092
About
Wynne Capital Management, Inc. provides investment supervisory and management services to individuals and high‑net‑worth clients, and also acts as a sub‑advisor to other investment advisors or fund advisors. As of 12/31/2024 the firm reported discretionary management of about $23.6 million across 12 client accounts, with client assets concentrated in mutual funds and bond funds.
The firm’s process emphasizes fund selection informed by third‑party research and rating services and may employ a range of strategies — including short‑ and long‑term trading and short sales when appropriate — tailored to clients’ objectives and any standing investment restrictions. Clients may choose discretionary or non‑discretionary authority, and accounts receive daily trade monitoring, quarterly comprehensive reviews, and written reporting.
Notably, Wynne accepts sub‑advisory mandates and may use performance‑based compensation for those sub‑advisory arrangements, a practice that is uncommon among independent advisory firms. To address the potential conflict of managing both performance‑fee and asset‑based accounts side‑by‑side, the firm maintains trade rotation and monitoring policies and discloses its use of institutional custodial services and related economic benefits.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Fee options
1.0% annually
15% of all trading profits per quarter for sub-advisory accounts, with a high water mark
Account minimum: $1,000,000
Most active in
Wynne Capital Management, Incorporated has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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