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, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2018. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing options include assets-under-management fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities62%
- Public Funds/Mutual Funds38%
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 100Active vs passive
$237M in ETFs
55%
$131M
45%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ACTIVE BOND ETF (JBND) | JP Morgan | Active | Intermediate Core Bond | $18.5M | 344,454 | 7.80% |
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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