WARBURTON CAPITAL MANAGEMENT, LLC

TULSA, Oklahoma·4 registered advisors·CRD# 141969

SEC# 801-781490918-794-3000

01

Firm Overview

AUM

$582M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Other: FIXED MONTHLY FEES

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WARBURTON CAPITAL MANAGEMENT, LLC

4 registered advisors

Isaac Edwin Hutchins

TULSA, Oklahoma

Jonathan Mark Hall

TULSA, Oklahoma

Mark Reed Morley

TULSA, Oklahoma

Thomas Kent Warburton

TULSA, Oklahoma

05

Office Locations

TULSA, Oklahoma

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Data sourced from SEC Form ADV filings. WARBURTON CAPITAL MANAGEMENT, LLC (CRD# 141969) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.