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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2004
- Office Locations
- 1
Office Locations
About Vawter Financial LTD
Vawter Financial is a Columbus, Ohio fee-only fiduciary RIA focused on retirement, tax, and comprehensive wealth planning for individuals and families, including business owners. The team provides strategic investment management, building disciplined, diversified portfolios with an emphasis on ETFs and index-based solutions. Custody is supported through Charles Schwab, and planning workflows include eMoney.
Team overview
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Platform
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Owner & Executives
GARY LYNN VAWTER
Certified Financial Planner, Owner, President
- CRD
- #1317956
- Ownership
- 50% but less than 75%
WILLIAM SAMUEL WHITAKER
ADVISOR, Owner, Senior Advisor
- CRD
- #5713537
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Robert Jamison
Wealth Advisor
- CRD
- #7359379
KATRINA MARIE MOORE
Wealth Advisor
- CRD
- #7242410
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,368,793 | $341,445 |
| Non-Discretionary | $0 | -- |
| Total | $394,368,793 | $341,445 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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