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- Custodian
- Charles Schwab & Company · National Advisors Trust · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
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Brian James Grant
Financial Advisor
- CRD
- #7395417
MADISON PAIGE HICKS
Advisor
- CRD
- #6795346
Showing 2 of 7 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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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