# WARNER FINANCIAL, INC

WARNER FINANCIAL, INC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 135303
- Type: SEC-registered investment adviser
- SEC file number: 801-64223
- Location: 4550 MONTGOMERY AVE, SUITE 352 NORTH, BETHESDA, MD, 20814
- Phone: 301-961-9505
- Latest filing: 2026-02-09
- Regulatory AUM: $851.8M
- Discretionary AUM: $840.8M
- Non-discretionary AUM: $11.0M
- Clients: 4
- Accounts: 747

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Barbara Anne Warner | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Christopher Michael Warner | VICE PRESIDENT | — |
| WARNER DAVID STEPHEN | PRESIDENT/SECRETARY; VICE PRESIDENT & SECRETARY; VICE PRESIDENT/SECRETARY | — |
| WARNER BARBARA ANNE | PRES/CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; VICE PRES/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WARNER CHRISTOPHER MICHAEL | TREASURER & SECRETARY; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135303/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135303/similar
- Related entities: https://search.stillhousedata.com/firm/135303/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135303

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.