Charleston, SC Cooper Street Office

Warren Capital Group provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, as well as trusts, estates, retirement accounts and certain business entities including pension and profit‑sharing plans. The firm delivers these services through an advisory fee program billed as a percentage of assets under management and includes portfolio monitoring and administrative support.

The firm constructs diversified portfolios across five asset classes — stocks, bonds, real estate, alternatives and money market — using model portfolios implemented on custodial platforms such as Charles Schwab and Altruist, while tailoring allocations to clients’ risk tolerance, tax considerations, liquidity needs and cash flows. Warren Capital employs fundamental and cyclical analysis, retains discretionary trading authority for accounts in the program, and conducts at least quarterly account reviews.

Noteworthy distinctions are that Warren Capital serves as investment adviser and portfolio manager for a listed pooled vehicle, the WarCap Unconstrained Equity ETF (WCAP) traded on NYSE Arca, and provides portfolio management for pooled investment vehicles in addition to individual accounts. The firm also operates a bundled advisory fee program that incorporates custodial and administrative costs, manages donations to a related 501(c)(3) foundation free of charge, and maintains a coordinated tax preparation arrangement with an independent third‑party provider — all arrangements the brochure notes may present conflicts the firm says it addresses through fiduciary disclosures and client choice.