Vawter Financial Ltd
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 108830
- Registered since
- April 24, 2018
- Website
- www.vawterfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.4%
- Individuals11.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vawter Financial Ltd is an independent registered investment adviser (SEC-registered in 2018) organized as an LLC and owned by an individual. The firm focuses on serving individuals and families and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes asset-based charges as well as hourly and fixed-fee engagements. Vawter Financial does not profile itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities7%
- US Government Bonds1%
Contacts
3 of 5Jacqueline Washburn
Office ManagerCRD 6063976
Katrina Moore
Wealth AdvisorCRD 7242410
Gary Vawter
Owner, PresidentCRD 1317956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$268M in ETFs
55%
$147M
45%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ACTIVE BOND ETF (JBND) | JP Morgan | Active | Intermediate Core Bond | $19.3M | 360,261 | 7.20% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 1161 Bethel Rd
- Time zone
- ET (UTC-5)
- Office locations
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