RIA Intel›Advisers›Maryland›WARNER FINANCIAL, INC

WARNER FINANCIAL, INC

Advisory

N·BETHESDA, MD

Data as of Feb 9, 2026 · Source: SEC Form ADV

Total AUM

$852M

1-Year AUM Growth

+16.3%

3-Year CAGR

+6.8%

Employees

4

Assets Under Management

Total AUM$852M

Discretionary AUM$841M

Non-Discretionary AUM$11M

Discretionary %98.7%

Total Clients254

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record38

First FilingApr 21, 2005

Latest FilingFeb 9, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WARNER FINANCIAL, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.