Warren Capital Group is an SEC registered investment adviser organized as a corporation with a primary office location in Charleston, SC. Its latest Form ADV filing, dated March 26, 2026, reports $131M in regulatory assets under management, 3 employees, and 428 accounts.
Assets Under Management
$131M
Employees
3
Offices
--
Total Clients
188
Primary office
CHARLESTON, SC
677 KING STREET, FLOOR 3, CHARLESTON, SC, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
114
2
HNWI
35.6%
67
3
Pension Plans
2.1%
4
4
Corporations
1.1%
2
5
Investment Cos.
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of March 26, 2026
Discretionary95.7%
$125M
96% of total RAUM95.7%
Non-discretionary4.3%
$6M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$131M
Total Accounts428
10Y AUM Change+$30M (+29.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee63:1
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.