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Charles Schoen Warner

Advisor at Warner Investments, LLC — Cimarron, KS

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Credentials

Series 65

Experience

12 years

Location

Cimarron, KS

Warner Investments, LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Charles Warner is the sole advisor at Warner Investments, LLC, an independent firm based in Cimarron, Kansas. He holds a Series 65 designation and has 12 years of industry experience. Prior to founding Warner Investments in 2017, he worked at Cimarron Capital Corporation for 23 years and Impala Advisers, LLC, where he maintains a bookkeeping business providing client and firm operations support. Warner Investments offers discretionary investment management to individuals, including high-net-worth clients, as well as corporations and business entities. The firm focuses primarily on capital appreciation through a range of securities, employing fundamental analysis to identify mispriced opportunities and uses limited technical analysis for timing decisions.

Client services

Based on Warner Investments, LLC

Portfolio management

Expertise

Based on Warner Investments, LLC

Options & derivatives strategies Concentrated stock management Active portfolio management

Occupation focus

Based on Warner Investments, LLC

Founder/Business Owner

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Fee options

Percentage

Up to 2.5% annually

Performance-based

Up to 20% of each investor’s quarterly net realized and unrealized profits with a high-water mark and loss carry-forward provision, applicable for qualified clients.

Other

Account minimum: $100,000

Location

Cimarron, KS

Cimarron KS

Advisors at this office

1

Most active in

Kansas · Texas

Work history

12 years of industry experience

Warner Investments, LLC

2017 - Present • 9 years

Cimarron, KS

Gray County Dairy, LLC (DBA Spandet Dairy KS)

2015 - 2019 • 4 years

Cimarron, KS

Impala Advisers, LLC

2002 - 2006 • 4 years

Cimarron, KS

Cimarron Capital Corporation

1993 - 2016 • 23 years

Cimarron, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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