VAWTER FINANCIAL LTD
CRD #108830 SEC #801-112975 COLUMBUS, OH 614-451-1002
SEC Registered
Total AUM
$313.6M
Discretionary
$313.6M
Employees
5
Clients
0
Accounts
1,011
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $313.6M | $313.6M | $0 | 5 | 1 |
| Apr 2024 | $268.9M | $268.9M | $0 | 5 | 0 |
| Mar 2024 | $268.9M | $268.9M | $0 | 5 | 0 |
| Oct 2023 | $204.3M | $204.3M | $0 | 5 | 0 |
| Mar 2023 | $204.3M | $204.3M | $0 | 5 | 0 |
| Aug 2022 | $215.5M | $215.5M | $0 | 4 | 0 |
| Mar 2022 | $215.5M | $215.5M | $0 | 4 | 0 |
| Mar 2021 | $171M | $171M | $0 | 5 | 0 |
| Oct 2020 | $137M | $137M | $0 | 5 | 0 |
| Jun 2020 | $137M | $137M | $0 | 5 | 0 |
| Mar 2020 | $137M | $137M | $0 | 5 | 0 |
| Mar 2019 | $120M | $120M | $0 | 5 | 0 |
| Oct 2018 | $132.3M | $132.3M | $0 | 4 | 0 |
| Jun 2018 | $132.3M | $132.3M | $0 | 4 | 0 |
| Jun 2018 | $132.3M | $132.3M | $0 | 4 | 0 |
| Mar 2018 | $132.3M | $132.3M | $0 | 4 | 0 |
| Mar 2018 | $132.3M | $132.3M | $0 | 4 | 0 |
| Sep 2012 | $40.5M | $33M | $7.5M | 1 | 26 |
| Mar 2012 | $40.5M | $33M | $7.5M | 1 | 26 |
| Jul 2011 | $46.9M | $34.4M | $12.5M | 5 | -- |
| Mar 2011 | $46.9M | $34.4M | $12.5M | 5 | -- |
| Mar 2009 | $40M | $30M | $10M | 5 | -- |
| Mar 2007 | $45M | $30M | $15M | 5 | -- |
| Feb 2007 | $45M | $30M | $15M | 5 | -- |
| Sep 2005 | $29M | $0 | $29M | 5 | -- |
| Jan 2005 | $29M | $0 | $29M | 5 | -- |
| Apr 2004 | $50M | $0 | $50M | 5 | -- |
| Aug 2001 | $45M | $0 | $45M | 5 | -- |
DateMar 2025
Total AUM$313.6M
Discretionary$313.6M
Non-Disc.$0
Employees5
Clients1
DateApr 2024
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2012
Total AUM$40.5M
Discretionary$33M
Non-Disc.$7.5M
Employees1
Clients26
DateMar 2012
Total AUM$40.5M
Discretionary$33M
Non-Disc.$7.5M
Employees1
Clients26
DateJul 2011
Total AUM$46.9M
Discretionary$34.4M
Non-Disc.$12.5M
Employees5
Clients--
DateMar 2011
Total AUM$46.9M
Discretionary$34.4M
Non-Disc.$12.5M
Employees5
Clients--
DateMar 2009
Total AUM$40M
Discretionary$30M
Non-Disc.$10M
Employees5
Clients--
DateMar 2007
Total AUM$45M
Discretionary$30M
Non-Disc.$15M
Employees5
Clients--
DateFeb 2007
Total AUM$45M
Discretionary$30M
Non-Disc.$15M
Employees5
Clients--
DateSep 2005
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees5
Clients--
DateJan 2005
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees5
Clients--
DateApr 2004
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateAug 2001
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--