# Werner Financial

> Werner Financial is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 315220
- Filed as: WERNER FINANCIAL
- Legal name: JCM Strategic Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315220
- AdvisorCensus page: https://advisorcensus.com/firm/werner-financial-indianapolis-in-315220

## Quick answers

**How is Werner Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Werner Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Werner Financial located?**
Werner Financial's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Werner Financial registered with the SEC or a state?**
Werner Financial is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 315220.

**How much does Werner Financial manage?**
Werner Financial reports $152,442,365 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (99% discretionary).

**How have Werner Financial's assets and staff changed since 2025?**
In the Form ADV data for Werner Financial: Regulatory assets under management: $102,714,411 in the October 2025 data and $152,442,365 in the October 2026 data, up 48%. Total employees: 3 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Werner Financial serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (445); individuals (other than high net worth individuals) (387); high net worth individuals (85).

**Which custodians does Werner Financial use?**
Werner Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Werner Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315220

**Does Werner Financial state an account minimum?**
Its Form ADV Part 2A brochure dated January 12, 2026 says: "Werner Financial requires a minimum of $250,000 to open an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in Werner Financial's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $102,714,411 to $152,442,365 (+48%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 12, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Werner Financial requires a minimum of $250,000 to open an account. In certain instances, the minimum account size may be lowered or waived.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $152,442,365
- Discretionary: $151,568,375
- Non-discretionary: $873,990

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 387 | $42,511,046 |
| High net worth individuals | 85 | $85,123,966 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 445 | $14,889,103 |
| Charitable organizations | Fewer than 5 | $1,841,124 |
| Other investment advisers | Fewer than 5 | $42,960 |
| Corporations or other businesses not listed above | 12 | $1,632,557 |
| Other | 26 | $6,401,609 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wernerfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,714,411 | 3 | April 14, 2025 |
| October 2026 | $152,442,365 | 5 | January 12, 2026 |

Regulatory assets under management: $102,714,411 in the October 2025 data and $152,442,365 in the October 2026 data, up 48%.
Total employees: 3 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $102,714,411 to $152,442,365 (+48%).

### December 2025
- Registered or notice-filed in FL, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Werner Financial (CRD 315220): Form ADV filing data as of October 2026.