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| Warburton Capital Management LLC
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|---|---|
| CRD # | 141969 |
| SEC # | 801-78149 |
| CIK # | 0002054795 |
| AUM | 786.6 M (2026-02-09) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 918-794-3000 |
| Address | 6120 S Yale Avenue Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Nvidia Corp | 2.8 | ||
| Apple Inc | 2.4 | ||
| Microsoft Corp | 1.7 | ||
| Palantir Technologies Inc | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| Alphabet Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Wal Mart Stores Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | WCM-2009-1 LLC | 2012-03-30 | 0.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 103.2 |
| (b) Individuals (high net worth individuals) | 158 | 563.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.5 |
| (h) Charitable organizations | 7 | 74.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 42.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,265 | 786.6 |
| By Discretionary | ||
| Discretionary | 1,260 | 783.1 |
| Non-Discretionary | 5 | 3.5 |
| Total | 1,265 | 786.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 786.6 | |
| Total | 1,265 | 786.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054795] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MMA Asset Management LLC
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PA | 787.8 M |
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Bell Investment Advisors Inc
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CA | 787.6 M |
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Eagle Rock Investment Company LLC
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GA | 786.7 M |
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Vestgen Investment Management LLC
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NJ | 786.6 M |
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Cresta Advisors Ltd
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TX | 786.0 M |
|
Regent Peak Wealth Advisors LLC
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GA | 785.9 M |
|
Cadent Capital Advisors LLC
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OK | 785.8 M |
|
The Helmstar Group LLC
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ID | 785.6 M |
|
JVL Associates LLC
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MI | 784.4 M |
|
Flagstar Advisors Inc
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NY | 784.3 M |