Vawter Financial Ltd is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 27, 2026, reports $394M in regulatory assets under management, 5 employees, and 1,155 accounts.
Assets Under Management
$394M
Employees
5
Offices
--
Total Clients
247
Primary office
COLUMBUS, OH
1161 BETHEL ROAD, SUITE 304, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
144
2
HNWI
41.7%
103
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$394Mas of March 27, 2026
Discretionary100.0%
$394M
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$394M
Total Accounts1,155
10Y AUM Change+$262M (+198.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee49:1
10Y Employee Change+1 (+25.0%)
* 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.