WARD CAPITAL MANAGEMENT LLC

WARD CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 170400). Regulatory assets under management: $26.8M.

Registration

• CRD: 170400
• Type: Registered investment adviser
• Phone: 760-580-3405
• Latest filing: 2026-03-10
• Regulatory AUM: $26.8M
• Discretionary AUM: $19.3M
• Non-discretionary AUM: $7.5M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170400 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search