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WARBURTON CAPITAL MANAGEMENT, LLC
CRD 141969 · SEC 801-78149
6120 S YALE AVENUE, SUITE 1010, TULSA, OK, 74136, United States
Phone
918-794-3000
Fax
918-794-3130
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$786.6M
Discretionary AUM
$783.1M
Team
7 total employees; 6 advisory reps; 7 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; FIXED MONTHLY FEES
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $103.2M |
| High net worth individuals | 158 | $563.6M |
| Pension/profit sharing plans | 5 | $3.5M |
| Charitable organizations | 7 | $74.3M |
| Corporations/business entities | 9 | $42.0M |
States served
CA, IL, KS, OH, OK, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD