This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-1979
- Office Locations
- 1
Office Locations
About Warwick Partners
Warwick Partners is an independent, fiduciary, fee-only advisory firm delivering high-touch wealth management and comprehensive financial planning. The team builds customized portfolios with an emphasis on risk management and long-term growth, alongside tax planning, estate and wealth-transfer planning, and charitable giving strategies. Serves retail and institutional clients including business owners, with assets primarily custodied at Schwab. Notably grown entirely through referrals with a multigenerational, team-based model for continuity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Clarence Hays Glover III
Chief Compliance Officer, Owner, President
- CRD
- #723504
- Ownership
- 50% but less than 75%
Grant Mitchell Stucki
Partner
- CRD
- #5679176
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
THOMAS EUGENE FRAIM III
Financial Advisor
- CRD
- #6655662
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,992,099,135 | $1,301,175 |
| Non-Discretionary | $490,103,107 | $245,051,554 |
| Total | $2,482,202,242 | $1,619,180 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing