# L. Warner Companies

L. Warner Companies is a Bank / Wealth / Trust based in Timonium, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Timonium, United States
- **Region:** North America
- **Address:** Timonium, MD, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** lwarner.com
- **LinkedIn:** https://www.linkedin.com/company/the-warner-companies

## Regulatory record

- **CRD number:** 108001
- **SEC file number:** 801-56965
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108001

## About

L. Warner Companies was established in 1992 by Lance Warner in Timonium, Maryland, a northern suburb of Baltimore. The firm operates as a registered investment advisor, providing wealth management, financial planning, and retirement planning services. Its client base includes individuals, high-net-worth families, and business entities, reflecting a Main Street fiduciary practice built over three decades. The firm advises clients on asset allocation, retirement income strategies, and holistic financial planning. Unlike institutional allocators or multi-family offices aggregating outside capital, L. Warner Companies maintains a direct advisory relationship model, managing portfolios for a concentrated local client base. The geographic footprint is centered on the Mid-Atlantic region, primarily Maryland. Team size and total assets under management are not publicly reported. The firm has not been party to disclosed merger, acquisition, or significant capital-raise events in recent years, consistent with a privately held, founder-led RIA operating below the threshold that triggers public reporting or industry-index inclusion. L. Warner Companies' structural distinction lies in its longevity as a single-location RIA under continuous founder leadership since 1992. In an industry where independent advisors frequently roll up into aggregator platforms or institutional acquirers, the firm has maintained an independent posture focused on individual client relationships rather than scale-driven consolidation.

## Sectors

- Wealth Management
- Financial Services

## People

- Lance Warner — Founder and President

## Questions

### Who runs investment decisions at L. Warner Companies?

The firm was founded by Lance Warner in 1992 and operates under his leadership. As a closely held registered investment advisor, investment and advisory decisions are made internally by the firm's principals rather than delegated to an external investment committee or outsourced CIO platform.

### Does L. Warner Companies report assets under management publicly?

No. The firm does not publicly disclose AUM through its website or regulatory filings that are readily accessible. Many small to mid-sized RIAs with under $100 million in regulatory assets under management file as Exempt Reporting Advisers, which limits public disclosure requirements.

### Is L. Warner Companies affiliated with any larger financial institution or aggregator?

No. L. Warner Companies is an independent registered investment advisor founded in 1992. It is not a subsidiary of a bank, insurance company, or RIA aggregator platform. The firm has maintained independent, founder-led ownership for over three decades.

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Last updated: 2026-06-03T20:00:00.000Z

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