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THE L. WARNER COMPANIES, INC
CRD 108001File 801-56965
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$802.4M
Above cohort median (national)
Discretionary AUM
$802.4M
Clients
460
381 accounts
Employees
38
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 25, 1999
- Principal office
- 9690 DEERECO ROAD, SUITE 650, TIMONIUM, MD, 21093
- Phone
- 410-252-0808
- Website
- HTTP://WWW.LWARNER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $802.4M
- Discretionary AUM
- $802.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 381
- Non-discretionary accounts
- 0
- Total accounts
- 381
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $14.2M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 5 | $15.3M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 180 | $678.2M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 100 | $27.6M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 172 | $67.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 465 | 460 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.