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Managing Partner and Chief Compliance Officer · Epogee Capital Management, LLC

Jay C. Warner

CRD 4812244 · Named on Form ADV at one SEC-registered adviser

At a glance

Epogee Capital Management, LLC, an SEC-registered wealth manager with $72 million in regulatory assets, lists Jay C. Warner on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.