Firm profile

THE L. WARNER COMPANIES, INC

TIMONIUM, MDCRD 108001Latest ADV March 31, 2026

The L. Warner Companies, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Timonium, MD.

Assets Under Management
$802M
Employees
38
Offices
3 offices
Total Clients
465
Primary office
TIMONIUM, MD
9690 DEERECO ROAD, SUITE 650, TIMONIUM, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOEdwin S. Killinger
CIOEdwin S. Killinger

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 38.7% of total clients.
Top client categories% of clientsClients
1
HNWI
38.7%
180
2
Individuals
37.0%
172
3
Pension Plans
21.5%
100
4
Charitable
1.1%
5
5
NON-QUALIFIED PLANS
1.1%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$802Mas of March 31, 2026
Discretionary100.0%
$802M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$802M
Total Accounts381
10Y AUM Change+$413M (+105.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees38
Clients per Employee12:1
10Y Employee Change-16 (-29.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.