Warburton Capital Management, LLC

Warburton Capital Management, LLC (CRD# 141969) is a financial advisory firm headquartered in Tulsa, OK. They manage $582,159,711 in 1,133 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136
http://www.linkedin.com/company/warburton-capital-management
By the Numbers
  • Total Assets Under Management
    582
    MILLION
  • Total Number of Accounts
    1,133
    ACCOUNTS
  • Average Account Value
    $513,821
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, KS, MO, NY, OH, OK, TX

Financial Advisors at Warburton Capital Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jonathan Hall, financial advisor Tulsa OK
Jonathan M. Hall
CRD#: 6239013
6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136

Jonathan Hall (CRD# 6239013) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 10 years of experience in the finance industry.

2
Isaac Hutchins, financial advisor Tulsa OK
Isaac E. Hutchins
CRD#: 6424198
6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136

Isaac Hutchins (CRD# 6424198) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 9 years of experience in the finance industry.

3
Mark McCullough, financial advisor Tulsa OK
Mark E. McCullough
CRD#: 6905471
6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136

Mark McCullough (CRD# 6905471) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 6 years of experience in the finance industry.

4
Thomas Warburton, financial advisor Tulsa OK
Thomas K. Warburton
CRD#: 4802930
6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136

Thomas Warburton (CRD# 4802930) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 19 years of experience in the finance industry.

5
Brian Grant, financial advisor Tulsa OK
Brian J. Grant
CRD#: 7395417
6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136

Brian Grant (CRD# 7395417) 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.

6
Joshua Jakubovitz, financial advisor Tulsa OK
Joshua M. Jakubovitz
CRD#: 7490180
6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136

Joshua Jakubovitz (CRD# 7490180) 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.

7
Brandon Jaquis, financial advisor Tulsa OK
Brandon J. Jaquis
CRD#: 7157628
6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136

Brandon Jaquis (CRD# 7157628) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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