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Warren Capital Management, Inc.

● SEC registered since 2021CRD 137449SEC# 801-121205Charleston, SC
Export (members)
Reg. AUM
$124.8M
Employees
4
Accounts
337
Location
Charleston, SC

Warren Capital Management, Inc. assets under management

Warren Capital Management, Inc. is an investment advisory firm registered with the SEC based in Charleston, SC. The firm has been registered since 2021. It reports $124.8 million in regulatory assets under management and employs 4 people.
linkedin.com/company/warren-capital-groupView on SEC.gov ↗

Warren Capital Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Joseph Richard Warren ControlPresident; CeoOver 75%2005
Parker Stelling Allen ControlCcoUnder 5%2022

Frequently asked questions

How much does Warren Capital Management, Inc. manage?

Warren Capital Management, Inc. reports $124.8 million in regulatory assets under management on its Form ADV.

How many employees does Warren Capital Management, Inc. have?

Warren Capital Management, Inc. reports 4 employees.

Where is Warren Capital Management, Inc. located?

Warren Capital Management, Inc. is based in Charleston, SC and has been SEC-registered since 2021.

Does Warren Capital Management, Inc. disclose fund performance?

Warren Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address677 King Street, Floor 3, Charleston, SC 29403
Phone8542468881
Office hours9a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.8M
Non-discretionary$4M
Total (RAUM)$124.8M