Firm profile

WERNER FINANCIAL

INDIANAPOLIS, INCRD 315220Latest ADV January 12, 2026

Werner Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated January 12, 2026, reports $152M in regulatory assets under management, 5 employees, and 1,262 accounts.

Assets Under Management
$152M
Employees
5
Offices
--
Total Clients
955
Primary office
INDIANAPOLIS, IN
4022 E SOUTHPORT ROAD, INDIANAPOLIS, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJason M. Werner

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 46.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
46.6%
445
2
Individuals
40.5%
387
3
HNWI
8.9%
85
4
Irrevocable Trusts/Estates
2.7%
26
5
Corporations
1.3%
12
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$152Mas of January 12, 2026
Discretionary99.4%
$152M
99% of total RAUM99.4%
Non-discretionary0.6%
$874K
1% of total RAUM0.6%
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.

Total AUM$152M
Total Accounts1,262
10Y AUM Change+$50M (+48.4%)

Employee Growth by Quarter

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

Total Employees5
Clients per Employee191:1
10Y Employee Change+2 (+66.7%)

* 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.