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Wynden Capital Management, LLC (Atlanta)


Wynden Capital Management, LLC is an adviser based in Atlanta. It manages $27.01 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Georgia and Texas.




Wynden Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wynden Capital Management: assets under management

The assets under management (AUM) of Wynden Capital Management, LLC is $27.01 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.15 million in discretionary accounts and $1.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.93 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $927.68 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wynden Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Wynden Capital Management, LLC performs its advisory services is located at 455 East Paces Ferry Rd, Atlanta, GA 30305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (404) 812-1933 or by fax 404-812-1934. The normal business hours are 8:00-5:00 on Monday - Friday.


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