THE L. WARNER COMPANIES, INC
CRD #108001 SEC #801-56965 TIMONIUM, MD 410-252-0808
SEC Registered
Total AUM
$744.6M
Discretionary
$744.6M
Employees
42
Clients
101
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $744.6M | $744.6M | $0 | 42 | 3 |
| Mar 2025 | $744.6M | $744.6M | $0 | 42 | 3 |
| May 2024 | $657.4M | $657.4M | $0 | 43 | 1 |
| Mar 2024 | $657.4M | $657.4M | $0 | 43 | 1 |
| Apr 2023 | $606M | $606M | $0 | 43 | 1 |
| Apr 2022 | $682M | $682M | $0 | 46 | 1 |
| Mar 2021 | $538.8M | $538.8M | $0 | 55 | 1 |
| Jul 2020 | $494.1M | $494.1M | $0 | 55 | 1 |
| Mar 2020 | $494.1M | $494.1M | $0 | 55 | 1 |
| Mar 2019 | $421.2M | $421.2M | $0 | 62 | 3 |
| Mar 2018 | $470.6M | $470.6M | $0 | 53 | 1 |
| Sep 2017 | $389.6M | $389.6M | $0 | 54 | 232 |
| Mar 2017 | $389.6M | $389.6M | $0 | 54 | 232 |
| Nov 2016 | $342.8M | $342.8M | $0 | 59 | 230 |
| Mar 2016 | $342.8M | $342.8M | $0 | 59 | 230 |
| Mar 2015 | $318.4M | $0 | $318.4M | 65 | 217 |
| Mar 2014 | $303.1M | $0 | $303.1M | 54 | 217 |
| Sep 2013 | $263.9M | $0 | $263.9M | 55 | 214 |
| Feb 2013 | $263.9M | $0 | $263.9M | 55 | 214 |
| Nov 2012 | $230.6M | $0 | $230.6M | 55 | 214 |
| Jun 2012 | $230.6M | $0 | $230.6M | 11 | 214 |
| Jun 2012 | $230.6M | $0 | $230.6M | 11 | 214 |
| Mar 2012 | $230.6M | $0 | $230.6M | 11 | 214 |
| Mar 2012 | $230.6M | $0 | $230.6M | 11 | 214 |
| Dec 2011 | $233M | $0 | $233M | 11 | 204 |
| Dec 2011 | $233M | $0 | $233M | 11 | 204 |
| Mar 2011 | $233M | $0 | $233M | -- | -- |
| Jan 2008 | $215.4M | $0 | $215.4M | -- | -- |
| Mar 2007 | $215.4M | $0 | $215.4M | -- | -- |
| Jan 2007 | $178M | $0 | $178M | -- | -- |
| Mar 2006 | $178M | $0 | $178M | -- | -- |
| Sep 2005 | $140.5M | $0 | $140.5M | -- | -- |
| Apr 2004 | $117.5M | $0 | $117.5M | -- | -- |
DateDec 2025
Total AUM$744.6M
Discretionary$744.6M
Non-Disc.$0
Employees42
Clients3
DateMar 2025
Total AUM$744.6M
Discretionary$744.6M
Non-Disc.$0
Employees42
Clients3
DateMay 2024
Total AUM$657.4M
Discretionary$657.4M
Non-Disc.$0
Employees43
Clients1
DateMar 2024
Total AUM$657.4M
Discretionary$657.4M
Non-Disc.$0
Employees43
Clients1
DateApr 2023
Total AUM$606M
Discretionary$606M
Non-Disc.$0
Employees43
Clients1
DateApr 2022
Total AUM$682M
Discretionary$682M
Non-Disc.$0
Employees46
Clients1
DateMar 2021
Total AUM$538.8M
Discretionary$538.8M
Non-Disc.$0
Employees55
Clients1
DateJul 2020
Total AUM$494.1M
Discretionary$494.1M
Non-Disc.$0
Employees55
Clients1
DateMar 2020
Total AUM$494.1M
Discretionary$494.1M
Non-Disc.$0
Employees55
Clients1
DateMar 2019
Total AUM$421.2M
Discretionary$421.2M
Non-Disc.$0
Employees62
Clients3
DateMar 2018
Total AUM$470.6M
Discretionary$470.6M
Non-Disc.$0
Employees53
Clients1
DateSep 2017
Total AUM$389.6M
Discretionary$389.6M
Non-Disc.$0
Employees54
Clients232
DateMar 2017
Total AUM$389.6M
Discretionary$389.6M
Non-Disc.$0
Employees54
Clients232
DateNov 2016
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees59
Clients230
DateMar 2016
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees59
Clients230
DateMar 2015
Total AUM$318.4M
Discretionary$0
Non-Disc.$318.4M
Employees65
Clients217
DateMar 2014
Total AUM$303.1M
Discretionary$0
Non-Disc.$303.1M
Employees54
Clients217
DateSep 2013
Total AUM$263.9M
Discretionary$0
Non-Disc.$263.9M
Employees55
Clients214
DateFeb 2013
Total AUM$263.9M
Discretionary$0
Non-Disc.$263.9M
Employees55
Clients214
DateNov 2012
Total AUM$230.6M
Discretionary$0
Non-Disc.$230.6M
Employees55
Clients214
DateJun 2012
Total AUM$230.6M
Discretionary$0
Non-Disc.$230.6M
Employees11
Clients214
DateJun 2012
Total AUM$230.6M
Discretionary$0
Non-Disc.$230.6M
Employees11
Clients214
DateMar 2012
Total AUM$230.6M
Discretionary$0
Non-Disc.$230.6M
Employees11
Clients214
DateMar 2012
Total AUM$230.6M
Discretionary$0
Non-Disc.$230.6M
Employees11
Clients214
DateDec 2011
Total AUM$233M
Discretionary$0
Non-Disc.$233M
Employees11
Clients204
DateDec 2011
Total AUM$233M
Discretionary$0
Non-Disc.$233M
Employees11
Clients204
DateMar 2011
Total AUM$233M
Discretionary$0
Non-Disc.$233M
Employees--
Clients--
DateJan 2008
Total AUM$215.4M
Discretionary$0
Non-Disc.$215.4M
Employees--
Clients--
DateMar 2007
Total AUM$215.4M
Discretionary$0
Non-Disc.$215.4M
Employees--
Clients--
DateJan 2007
Total AUM$178M
Discretionary$0
Non-Disc.$178M
Employees--
Clients--
DateMar 2006
Total AUM$178M
Discretionary$0
Non-Disc.$178M
Employees--
Clients--
DateSep 2005
Total AUM$140.5M
Discretionary$0
Non-Disc.$140.5M
Employees--
Clients--
DateApr 2004
Total AUM$117.5M
Discretionary$0
Non-Disc.$117.5M
Employees--
Clients--