Warburton Capital Management, LLC

Warburton Capital Management, LLC (CRD# 141969) is a financial advisory firm headquartered in Tulsa, OK. They manage $156,412,349 in 540 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $289,653
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, OK, TX

Financial Advisors at Warburton Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Roy D. Ames
CRD#: 5634084
15 East Fifth Street, Suite 3675, Tulsa, OK 74103
96
Wealthminder
score

Roy Ames (CRD# 5634084) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 8 years of experience in the finance industry. Roy Ames has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark R. Morley
CRD#: 3147517
15 East Fifth Street, Suite 3675, Tulsa, OK 74103
96
Wealthminder
score

Mark Morley (CRD# 3147517) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 18 years of experience in the finance industry. Mark Morley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas K. Warburton
CRD#: 4802930
15 East 5th Street, Suite 3675, Tulsa, OK 74103
93
Wealthminder
score

Thomas Warburton (CRD# 4802930) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 13 years of experience in the finance industry.

4
Jonathan M. Hall
CRD#: 6239013
15 East Fifth Street, Suite 3675, Tulsa, OK 74103
89
Wealthminder
score

Jonathan Hall (CRD# 6239013) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 4 years of experience in the finance industry.

5
Isaac E. Hutchins
CRD#: 6424198
15 East Fifth Street, Suite 3675, Tulsa, OK 74103
88
Wealthminder
score

Isaac Hutchins (CRD# 6424198) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.