Overview
Assets Under Management: $701 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 160
Average Client Assets: $3 million
Frequently Asked Questions
WARBURTON CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141969), WARBURTON CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WARBURTON CAPITAL MANAGEMENT, LLC is headquartered in TULSA, OK.
WARBURTON CAPITAL MANAGEMENT, LLC serves 160 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, WARBURTON CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WARBURTON CAPITAL MANAGEMENT, LLC manages $701 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, WARBURTON CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,226
Discretionary Accounts: 1,221
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 141969
Last Filing Date: 2025-02-26 00:00:00
Website: https://warburtoncapital.com