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WARREN CAPITAL GROUP
WARREN CAPITAL MANAGEMENT, INC.
CRD 137449 · SEC 801-121205
32 COOPER STREET, CHARLESTON, SC, 29403, United States
Phone
8542468881
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.0M
Discretionary AUM
$125.3M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $17.1M |
| High net worth individuals | 67 | $51.0M |
| Investment companies | 1 | $57.0M |
| Pension/profit sharing plans | 4 | $5.7M |
| Corporations/business entities | 2 | $243K |
States served
DC, MD, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD