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Warner Group LLC

● SEC registered since 2025CRD 334877SEC# 801-132255Madison, CT
Export (members)
Reg. AUM
$362.8M
Employees
17
Accounts
1,111
Location
Madison, CT

Warner Group LLC assets under management

Warner Group LLC is an investment advisory firm registered with the SEC based in Madison, CT. The firm has been registered since 2025. It reports $362.8 million in regulatory assets under management and employs 17 people.

Warner Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Ashleigh Cooper SwayzeChief Compliance OfficerUnder 5%2025
James Alan Warner ControlOwnerOver 75%2025

Frequently asked questions

How much does Warner Group LLC manage?

Warner Group LLC reports $362.8 million in regulatory assets under management on its Form ADV.

How many employees does Warner Group LLC have?

Warner Group LLC reports 17 employees.

Where is Warner Group LLC located?

Warner Group LLC is based in Madison, CT and has been SEC-registered since 2025.

Does Warner Group LLC disclose fund performance?

Warner Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address869 Boston Post Road, Madison, CT 06443
Phone203-929-2727
Office hours5-Aug
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$362.8M
Non-discretionary$0
Total (RAUM)$362.8M