Warner Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Warner Investments provides discretionary investment management to individuals (including high-net-worth individuals), as well as corporations and other business entities, with a primary focus on capital appreciation through equities, exchange-traded funds, fixed income, options, foreign exchange and commodities. The firm manages client accounts on a discretionary basis and conducts periodic portfolio reviews and monitoring at least quarterly.
The firm relies principally on fundamental analysis to identify mispriced securities and special situations such as turnarounds, countercyclical opportunities and supply/demand distortions, using limited technical analysis to inform timing. Its approach can involve derivatives (notably options and FX) and the brochure discusses the specific risks of options trading and the potential use of borrowing, with procedures in place to monitor risk and client suitability.
Compared with many peers in the investment-manager category, Warner Investments is affiliated by common ownership with an accounting firm (Impala Advisers LLC), an arrangement disclosed in the brochure and offered to clients without obligation. The firm operates with a small, single-advisor structure managing modest assets while still serving individual and high-net-worth clients, and it notes the possibility of performance-based fee arrangements for qualified clients and the practice of investing alongside clients, with policies intended to address related conflicts.
Client services
Expertise
Occupation focus
Fee options
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
Main office
Cimarron KS
Advisors at this office
1
Most active in
Kansas · Texas
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
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Fund sponsor
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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