This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · National Advisors Trust · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2006
- Office Locations
- 1
Office Locations
About Warburton Capital Management, LLC
Warburton Capital Management is a Tulsa-based, fee-only RIA providing coordinated wealth management and financial planning for individuals and families, including retirement, tax and estate/insurance planning, and charitable giving. The firm also advises businesses and nonprofits (IPS development, portfolio reporting, corporate cash management) and offers trust representative services. Investment approach emphasizes long-term, broadly diversified, evidence-based strategies.
Reported data analysis
What the numbers show
Between October 17, 2025 and February 9, 2026, reported AUM increased 12.2%, from $701.1M to $786.6M.
Across 5 reported observations, AUM increased 59.9% between December 21, 2022 and February 9, 2026, from $491.9M to $786.6M.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 6 advisory representatives and 444 clients, or 74 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Warburton Capital Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Warburton Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN MARK HALL
Advisor, President
- CRD
- #6239013
- Ownership
- Less than 5%
ISAAC EDWIN HUTCHINS
Advisor, Chief Compliance Officer
- CRD
- #6424198
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Noah James Cottman
--
- CRD
- #7983861
Brian James Grant
Financial Advisor
- CRD
- #7395417
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $783,079,258 | $621,491 |
| Non-Discretionary | $3,543,018 | $708,604 |
| Total | $786,622,276 | $621,836 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Warburton Capital Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.