Vawter Financial Ltd
● SEC registered since 2018CRD 108830SEC# 801-112975Columbus, OH
Reg. AUM
$394.4M
Employees
5
Accounts
1,155
Location
Columbus, OH
Vawter Financial Ltd assets under management
Vawter Financial Ltd operates as an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2018. It reports $394.4 million in regulatory assets under management and employs 5 people.
Vawter Financial Ltd owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Lynn Vawter Control | President & Owner | 50-75% | 1991 |
| Jacqueline Washburn | Owner & Office Manager & Chief Compliance Officer | 5-10% | 2024 |
| William Samuel Whitaker Control | Owner & Advisor | 25-50% | 2024 |
Frequently asked questions
How much does Vawter Financial Ltd manage?
Vawter Financial Ltd reports $394.4 million in regulatory assets under management on its Form ADV.
How many employees does Vawter Financial Ltd have?
Vawter Financial Ltd reports 5 employees.
Where is Vawter Financial Ltd located?
Vawter Financial Ltd is based in Columbus, OH and has been SEC-registered since 2018.
Does Vawter Financial Ltd disclose fund performance?
Vawter Financial Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1161 Bethel Road, Suite 304, Columbus, OH 43220 |
| Phone | 614-451-1002 |
| Fax | 614-538-2812 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1974403 |
| Discloses disciplinary history | No |
Regulatory AUM
$394.4M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$394.4Mregulatory AUM
Discretionary $394.4M