WARBURTON CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2013

Total AUM

$787M

Discretionary

$783M

100% of AUM

Avg account

$622K

Accounts

1,265

Employees

7

Advisory reps

7

Firm details

Headquarters: TULSA, Oklahoma
CRD number: 141969
Registered since: June 14, 2013
Website: warburtoncapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI71.64%
Individuals13.12%
Charitable Organizations9.44%
Corporations / Businesses5.35%
Pension & Profit Sharing Plans0.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Warburton Capital Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2013. The firm serves both individual and family clients as well as institutional accounts, charging fees that include a percentage-of-AUM component alongside other fee arrangements. Its listed advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds68%
Exchange Traded Equities27%
Cash & Cash Equivalents4%
US Government Bonds1%

Owners & executives

1 of 1

ISAAC HUTCHINS
Vice President, Chief Operating OfficerCRD 6424198

Contacts

3 of 6

Brandon Jaquis
Portfolio ManagerCRD 7157628
JONATHAN HALL
President, DirectorCRD 6239013
MADISON HICKS
Operations SpecialistCRD 6795346

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

TULSA, OK

TULSA

Location

TULSA, OK

Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area: Tulsa-Muskogee-Bartlesville, OK
Region: South
County: TULSA
Address: 6120 S Yale Ave
Time zone: CT (UTC-6)
Office locations

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