Warner Financial, Inc
● SEC registered since 2005CRD 135303SEC# 801-64223Bethesda, MD
Reg. AUM
$851.8M
Employees
4
Accounts
747
Location
Bethesda, MD
Warner Financial, Inc assets under management
Warner Financial, Inc is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2005. It reports $851.8 million in regulatory assets under management and employs 4 people.
Warner Financial, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Anne Warner Control | President & Chief Compliance Officer | 50-75% | 2008 |
| Christopher Michael Warner Control | Vice President | 50-75% | 2017 |
Frequently asked questions
How much does Warner Financial, Inc manage?
Warner Financial, Inc reports $851.8 million in regulatory assets under management on its Form ADV.
How many employees does Warner Financial, Inc have?
Warner Financial, Inc reports 4 employees.
Where is Warner Financial, Inc located?
Warner Financial, Inc is based in Bethesda, MD and has been SEC-registered since 2005.
Does Warner Financial, Inc disclose fund performance?
Warner Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4550 Montgomery Ave, Suite 352 North, Bethesda, MD 20814 |
| Phone | 301-961-9505 |
| Fax | 301-469-3424 |
| Office hours | 9-4 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$851.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$851.8Mregulatory AUM
Discretionary $840.8MNon-discretionary $11M