Investment adviser · CRD 141969

WARBURTON CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

TULSA, OK, United States · Form ADV filed Feb 9, 2026

Regulatory AUM: $787M
Client accounts: 1,265
Employees: 7
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	158	$563,573,045	71.6%
Individuals	258	$103,204,895	13.1%
Charities	7	$74,252,017	9.4%
Corporations & businesses	9	$42,049,301	5.3%
Retirement plans	5	$3,543,018	0.5%

Filing source

Form ADV 2037823 · Feb 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WCM-2009-1, LLCOther Private Fund · Last reported Jun 27, 2012$115KGross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2407912272
Reported beneficial owners: 9
Minimum commitment: $0

Form ADV 656507 · Jun 27, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

6120 S YALE AVENUE, SUITE 1010
TULSA, OK, 74136, United States

CRD 141969

Filing source

Form ADV 2037823 · Feb 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.