# Warren Capital Group: portfolio, investments and team > Warren Capital Group is a wealth manager based in United States. 1 investment on record, latest Mar 2011. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/warren-capital-group (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Warren Capital Group Last cheque observed Mar 2011. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Wealth manager Seed Association Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **5704** days **00** hrs **00** min **00** sec Median round **$550K** Rounds led **0 of 1** Sole investor **1 rounds** Pitch Warren Capital Group ## Warren Capital Group highlights - 01 1 rounds on record - 02 Mostly Seed: 100% of its rounds - 03 Sole investor in 1 rounds, median $550K ## What they do - **Type:** Wealth manager (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Association - **Based in:** Charleston, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2011** 1 round - **Mar** **[Mortgage Harmony Corp.](https://millionrounds.com/company/mortgage-harmony-corp)** Seed · US **$550K** Sole investor An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **2 named** JR **Joseph Richard Warren** President; CEO i Form ADV PS **Parker Stelling Allen** CCO i Form ADV We also hold **2** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$131M** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Warren Capital Management, Inc. - **SEC number:** CRD 137449 ## What they claim to have backed From their own portfolio page (on their website) **2** of 21 we have independently watched raise [Sweetgreen](https://millionrounds.com/company/sweetgreen)[Zentility](https://millionrounds.com/company/zentility) 843auto Amplifiedaginc Andycookcpa Ascensus 401k Axonhomes Bbrown Boneworkscharleston Buffalogroupe Chrismanstudios Dentgroupofva Finofr Lennonconstructionco Novellahomes Obviouslee Planning Portal Planning Portal Schwab Themortgagelink WCAP Holdings Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. ## The cheque Seed Median round joined **$550K** the round, not its cheque Alone, median **$550K** Led 0 of 1 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Mar 2011 Rounds by stage said on their site - Seed *1* **Pitching Warren Capital Group?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Warren Capital Group ### What does Warren Capital Group invest in? Warren Capital Group invests most often at Seed (100% of the rounds on record), in sectors such as Association. ### How active is Warren Capital Group? 1 investments on record, 0 of them in the last 12 months. The most recent was in Mar 2011. ### How big are Warren Capital Group's cheques? The median round it joins is $550K. ### Is Warren Capital Group investing now? No investments in the last 12 months; the latest was in Mar 2011. ### What kind of investor is Warren Capital Group? Warren Capital Group is a wealth manager based in Charleston, United States. ### How much does Warren Capital Group manage? About $131M, as regulatory assets under management (Oct 2026). ### When was Warren Capital Group founded? Warren Capital Group was founded in 2005. ### Where does this information on Warren Capital Group come from? From public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=warren-capital-group) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=warren-capital-group)