PPrivate Fund Data Log in Join · $37/mo

Vawter Financial Ltd

● SEC registered since 2018CRD 108830SEC# 801-112975Columbus, OH
Export (members)
Reg. AUM
$313.6M
Employees
5
Accounts
1,011
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 $313.6 million in regulatory assets under management and employs 5 people.
www.youtube.com/channel/uccco8flarzcw7lyowdpr4taView on SEC.gov ↗

Vawter Financial Ltd owners & executives

3 reported
NameTitleOwnershipSince
Gary Lynn Vawter ControlPresident & Owner50-75%1991
Jacqueline WashburnOwner & Office Manager & Chief Compliance Officer5-10%2024
William Samuel Whitaker ControlOwner & Advisor25-50%2024

Frequently asked questions

How much does Vawter Financial Ltd manage?

Vawter Financial Ltd reports $313.6 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

Address1161 Bethel Road, Suite 304, Columbus, OH 43220
Phone614-451-1002
Fax614-538-2812
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1974403
Discloses disciplinary historyNo

Assets under management

Discretionary$313.6M
Non-discretionary$0
Total (RAUM)$313.6M