RIA IntelAdvisersKansasWARNER INVESTMENTS, LLC

WARNER INVESTMENTS, LLC

Advisory

KS

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$64K
across 8 accounts
AUM per adviser
$513K
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$513K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$513K
Discretionary AUM$513K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

LEGACY INVESTMENT MANAGEMENT, LLC
LEAWOOD, KS
$553K
0.0% 1Y
ONEDIGITAL ASSET MANAGEMENT, LLC
OVERLAND PARK, KS
$662K
+60.8% 1Y
RFG GLOBAL ASSET MANAGEMENT, LLC
OVERLAND PARK, KS
$273K
MIDWEST WEALTH MANAGEMENT INC
TOPEKA, KS
$230K
THE MUTUAL FUND STORE - WEST PALM BEACH, LLC
OVERLAND PARK, KS
$864K
-34.7% 1Y
BATEMAN CAPITAL MANAGEMENT, INC.
LEAVENWORTH, KS
$1M

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