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| Keyboard |
| Vawter Financial Ltd
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|---|---|
| CRD # | 108830 |
| SEC # | 801-112975 |
| CIK # | 0001974403 |
| AUM | 394.4 M (2026-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 614-451-1002 |
| Address | 1161 Bethel Road Columbus, OH 43220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 45.7 |
| (b) Individuals (high net worth individuals) | 103 | 348.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,155 | 394.4 |
| By Discretionary | ||
| Discretionary | 1,155 | 394.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,155 | 394.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.4 | |
| Total | 1,155 | 394.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001974403] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quarry Hill Advisors LLC
✚
|
MN | 394.8 M |
|
Gen-Wealth Partners Inc
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MI | 394.8 M |
|
Hunter Lewis LLC
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VA | 394.6 M |
|
Cargile Investment Management Inc
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TX | 394.6 M |
|
The Retirement Planning Company of New England Inc
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RI | 394.4 M |
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Integrity Investment Advisors LLC
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394.3 M | |
|
MN Wealth Advisors LLC
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KS | 394.2 M |
|
AJ Advisors LLC
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|
TN | 393.9 M |
|
Virginia Wealth Management Group Inc
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VA | 393.8 M |
|
Bellevue Asset Management LLC
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|
WA | 393.7 M |