Warren Capital Group
Warren Capital Group is an SEC-registered mass-market adviser in Charleston, SC with $131.0M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Warren Capital Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137449, SEC 801-121205, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $131.0M (2026-06-11)
- Firm type
- Mass-Market Adviser
- Location
- Charleston, SC
- Employees
- 3
- Clients
- 187
- CRD
- 137449
- Ownership
- WARREN, JOSEPH, RICHARD; ALLEN, PARKER, STELLING
How much AUM does Warren Capital Group have?
Warren Capital Group reported $131.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Warren Capital Group?
Disclosed owners and executives of Warren Capital Group include WARREN, JOSEPH, RICHARD, ALLEN, PARKER, STELLING. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.