WARBURTON CAPITAL MANAGEMENT, LLC

6120 S Yale Avenue
Suite 1010
Tulsa, Oklahoma 74136
Tel: 918-794-3000

About WARBURTON CAPITAL MANAGEMENT, LLC

WARBURTON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WARBURTON CAPITAL MANAGEMENT, LLC. The firm was established in 06/14/2013. They have over 1 offices throughout the country.

WARBURTON CAPITAL MANAGEMENT, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $701,084,221 assets under management, offering retirement planning & investment advisory services to 1226 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141969
SEC#	801-78149
Assets Managed by Firm	$701,084,221
No. of Clients	1226
No. of Advisors	7

Fee Structure

A percentage of AUM
Other (FIXED MONTHLY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1226	$701,084,221
Individuals (other than high net worth individuals)	261	$84,234,092
High net worth individuals	160	$498,481,464
Pension and profit sharing plans	5	$2,315,734
Charitable organizations	9	$55,365,351
Corporations or other businesses	8	$60,687,580

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

Explore More Retirement Advisors in Tulsa, Oklahoma

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.