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).
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Total Assets Under Management582MILLION
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Total Number of Accounts1,133ACCOUNTS
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Average Account Value$513,821
- A percentage of assets under your management
- Other
- 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
CA, FL, IL, KS, MO, NY, OH, OK, TX
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. Jonathan Hall 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.
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. Isaac Hutchins 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.
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.
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.
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.
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.
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.