Advisor at Warner Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cimarron, KS
Credentials
Series 65
Industry experience
11 years
Charles Warner is the sole advisor at Warner Investments, LLC, holding a Series 65 license with 11 years of industry experience. He has worked at Warner Investments since 2017 and has prior experience with Cimarron Capital Corporation and Impala Advisers, LLC. Outside of investment management, he operates a bookkeeping firm, Impala Advisers, LLC, which handles bookkeeping and firm operations. Warner Investments provides discretionary investment management primarily to pooled and institutional accounts, as well as individual and high-net-worth clients. The firm focuses on capital appreciation through fundamental security selection across multiple asset classes and employs derivative instruments and borrowing in managed accounts.
Based on Warner Investments, LLC
Up to 2.5% annually
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.
Account minimum: $100,000
Cimarron, KS
Kansas · Texas
Warner Investments, LLC
2017 - Present (9 years)
Gray County Dairy, LLC (DBA Spandet Dairy KS)
2015 - 2019 (4 years)
Impala Advisers, LLC
2002 - Present (24 years)
Cimarron Capital Corporation
1993 - 2016 (23 years)
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