WARREN CAPITAL MANAGEMENT, INC.
Legal name: WARREN CAPITAL GROUP
CRD #137449 SEC #801-121205 CHARLESTON, SC 8542468881
SEC Registered
Total AUM
$124.8M
Discretionary
$120.8M
Employees
4
Clients
101
Accounts
337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $124.8M | $120.8M | $4M | 4 | 0 |
| Feb 2024 | $90.7M | $87.9M | $2.8M | 4 | 0 |
| Mar 2023 | $84.3M | $83.9M | $392K | 4 | 0 |
| Feb 2022 | $115.1M | $113M | $2.1M | 4 | 0 |
| Apr 2021 | $101.3M | $96.4M | $4.9M | 4 | 0 |
| Apr 2021 | $101.3M | $96.4M | $4.9M | 4 | 0 |
| Sep 2012 | $47.4M | $44.2M | $3.3M | 1 | 26 |
| Aug 2012 | $47.4M | $44.2M | $3.3M | 1 | 26 |
| Jul 2012 | $47.4M | $44.2M | $3.3M | 1 | 26 |
| May 2012 | $47.4M | $44.2M | $3.3M | 1 | 26 |
| Apr 2012 | $47.4M | $44.2M | $3.3M | 1 | 26 |
| Mar 2012 | $47.4M | $44.2M | $3.3M | 1 | 26 |
| Nov 2011 | $43.1M | $39.7M | $3.4M | 1 | 26 |
| Aug 2011 | $43.1M | $39.7M | $3.4M | 5 | -- |
| May 2011 | $43.1M | $39.7M | $3.4M | 5 | -- |
| Mar 2011 | $43.1M | $39.7M | $3.4M | 5 | -- |
| Apr 2009 | $37.1M | $37.1M | $0 | 5 | -- |
| Jan 2008 | $33M | $33M | $0 | 5 | -- |
DateMar 2025
Total AUM$124.8M
Discretionary$120.8M
Non-Disc.$4M
Employees4
Clients0
DateFeb 2024
Total AUM$90.7M
Discretionary$87.9M
Non-Disc.$2.8M
Employees4
Clients0
DateMar 2023
Total AUM$84.3M
Discretionary$83.9M
Non-Disc.$392K
Employees4
Clients0
DateFeb 2022
Total AUM$115.1M
Discretionary$113M
Non-Disc.$2.1M
Employees4
Clients0
DateApr 2021
Total AUM$101.3M
Discretionary$96.4M
Non-Disc.$4.9M
Employees4
Clients0
DateApr 2021
Total AUM$101.3M
Discretionary$96.4M
Non-Disc.$4.9M
Employees4
Clients0
DateSep 2012
Total AUM$47.4M
Discretionary$44.2M
Non-Disc.$3.3M
Employees1
Clients26
DateAug 2012
Total AUM$47.4M
Discretionary$44.2M
Non-Disc.$3.3M
Employees1
Clients26
DateJul 2012
Total AUM$47.4M
Discretionary$44.2M
Non-Disc.$3.3M
Employees1
Clients26
DateMay 2012
Total AUM$47.4M
Discretionary$44.2M
Non-Disc.$3.3M
Employees1
Clients26
DateApr 2012
Total AUM$47.4M
Discretionary$44.2M
Non-Disc.$3.3M
Employees1
Clients26
DateMar 2012
Total AUM$47.4M
Discretionary$44.2M
Non-Disc.$3.3M
Employees1
Clients26
DateNov 2011
Total AUM$43.1M
Discretionary$39.7M
Non-Disc.$3.4M
Employees1
Clients26
DateAug 2011
Total AUM$43.1M
Discretionary$39.7M
Non-Disc.$3.4M
Employees5
Clients--
DateMay 2011
Total AUM$43.1M
Discretionary$39.7M
Non-Disc.$3.4M
Employees5
Clients--
DateMar 2011
Total AUM$43.1M
Discretionary$39.7M
Non-Disc.$3.4M
Employees5
Clients--
DateApr 2009
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--