RIA IntelAdvisersMissouriWYNNE CAPITAL MANAGEMENT, INCORPORATED

WYNNE CAPITAL MANAGEMENT, INCORPORATED

Advisory

MO

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$2M
across 13 accounts
AUM per adviser
$26M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$26M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$24M
Non-Discretionary AUM$2M
Discretionary %92.4%
Total Clients9
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

LSA TPM, LLC
LEE'S SUMMIT, MO
$26M
AUTO CLUB EQUITIES, INC.
ST. LOUIS, MO
$26M
FREUND & CO INVESTMENT ADVISORS, L.C.
CHESTERFIELD, MO
$26M
-92.0% 1Y
PLAZA FINANCIAL ADVISORS INC
CLAYTON, MO
$26M
-85.3% 1Y
CUTTINGEDGE ADVISORS CORPORATION
ST. LOUIS, MO
$26M
-40.0% 1Y
KIRWAN CAPITAL LLC
$26M

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