Warren Capital Group

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Client assets under management

$68,090,012

Clients

181

37% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$376,188

About

Warren Capital Group provides discretionary investment management and financial planning primarily for individuals and high‑net‑worth clients, as well as their trusts, estates and retirement accounts, and for certain corporate entities including pension and profit‑sharing plans. Services are delivered through a wrap fee program that combines individualized portfolio management, asset allocation, and ongoing portfolio monitoring.

The firm constructs diversified portfolios across five asset classes—stocks, bonds, real estate, alternatives, and money market—using fundamental and cyclical analysis and tailoring allocations to each client’s financial situation, risk tolerance, tax considerations and liquidity needs. Investment strategies may include both long‑ and short‑term trades and the use of options, margin and short sales, and accounts are managed on a discretionary basis.

Warren Capital operates its own wrap fee program and conducts portfolio management in‑house rather than engaging third‑party managers, and the brochure discloses that advisory representatives receive a portion of wrap fees, which the firm identifies as a potential conflict of interest. The firm also manages donations to a related 501(c)(3) foundation without charging management fees and discloses an affiliated consulting entity that may offer real estate or insurance products, features that distinguish its client and affiliation profile from many peers.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Real estate investing

Fee options

Percentage

$0 - $500,000: 2.50% $500,000 - $999,999: 2.25% $1,000,000 - $5,000,000: 1.75% $5,000,000+: 1.25%

Other

Fee-only: Fee-only basis; fees are advisory fees paid quarterly in advance based on market value of assets.

Main office location

Warren Capital Group

677 King Street, Floor 3

Charleston SC 29403, United States

Number of offices

Most active in

District of Columbia · Florida · Maryland · New York · North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 8542468881

Advisors at this firm

Parker A

Series 65

Charleston, SC

Warren Capital Group

Parker Allen is a financial advisor with Warren Capital Group in Charleston, SC, holding a Series 65 designation and 10 years of industry experience. He has been with Warren Capital Group since 2014 and also operates Parker Allen Consulting LLC, which provides consulting services to small businesses outside the investment field. Warren Capital Group offers discretionary investment management and financial planning to individuals, high-net-worth clients, and business entities, including pension and profit-sharing plans. The firm manages diversified portfolios tailored to client needs and oversees a wrap fee program that integrates portfolio management with custodial and administrative services.

Private / alternative investments Real estate investing

Hector M

Series 65

Charleston, SC

Warren Capital Group

Hector Molini is a financial advisor at Warren Capital Group with seven years of industry experience. He holds a Series 65 designation and has worked at Warren Capital Group since 2018, following two years at Baltazar Group. Outside of his advisory role, he owns and operates HEM Consulting LLC, a management consulting business. Warren Capital Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, and business entities. The firm offers a wrap fee program that integrates portfolio management, monitoring, and administrative services, constructing diversified portfolios tailored to clients’ financial situations and investment objectives.

Private / alternative investments Real estate investing

Joseph W

Series 63, Series 65

Washington, DC

Warren Capital Group

Joseph Warren is a financial advisor at Warren Capital Group with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Warren Capital Group since 2005, following a three-year tenure at Cheytac LLC. Outside of his advisory role, he serves on the boards of several companies, including Mortgage Harmony LLC, AmplfiedAg, and Stash Storage, and manages multiple private holding entities. Warren Capital Group provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and business entities. The firm manages diversified portfolios across multiple asset classes using fundamental and cyclical analysis and offers a bundled wrap fee program with in-house portfolio management.

Private / alternative investments Real estate investing

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