Overview
Assets Under Management: $131 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 67
Average Client Assets: $0.8 million
Frequently Asked Questions
WARREN CAPITAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137449), WARREN CAPITAL GROUP is subject to fiduciary duty under federal law.
WARREN CAPITAL GROUP is headquartered in CHARLESTON, SC.
WARREN CAPITAL GROUP serves 67 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, WARREN CAPITAL GROUP offers financial planning, portfolio management for individuals, and portfolio management for businesses. View all service details ↓
WARREN CAPITAL GROUP manages $131 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, WARREN CAPITAL GROUP serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.94%
Average Client Assets: $0.8 million
Total Client Accounts: 428
Discretionary Accounts: 424
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 137449
Filing ID: 2064065
Last Filing Date: 2026-03-26 10:04:48