{
  "crd_number": 115701,
  "slug": "wynne-capital-management-incorporated-115701",
  "primary_business_name": "WYNNE CAPITAL MANAGEMENT, INCORPORATED",
  "legal_name": "WYNNE CAPITAL MANAGEMENT, INCORPORATED",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1988-11-17",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 26063461.0,
  "raum_discretionary": 24093830.0,
  "raum_non_discretionary": 1969631.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 331113.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 1969631.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 23762717.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115701",
  "listing_state": "MO",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/wynne-capital-management-incorporated-115701",
  "display_name": "Wynne Capital Management, Incorporated",
  "summary": "Wynne Capital Management, Incorporated is a state-registered investment advisory firm, registered since 1988, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Wynne Capital Management, Incorporated (CRD 115701): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wynne Capital Management, Incorporated compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wynne Capital Management, Incorporated reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Wynne Capital Management, Incorporated registered with the SEC or a state?",
      "a": "Wynne Capital Management, Incorporated is a state-registered investment advisory firm, registered since 1988. Status as filed: APPROVED. CRD 115701."
    },
    {
      "q": "How much does Wynne Capital Management, Incorporated manage?",
      "a": "Wynne Capital Management, Incorporated reports $26,063,461 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (92% discretionary)."
    },
    {
      "q": "What types of clients does Wynne Capital Management, Incorporated serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (9)."
    },
    {
      "q": "Does Wynne Capital Management, Incorporated report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115701"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wynne-capital-management-incorporated-115701.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 331113.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9,
      "fewer_than_5": false,
      "raum": 23762717.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 1969631.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115701",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}