WARBURTON CAPITAL MANAGEMENT, LLC
CRD #141969 SEC #801-78149 TULSA, OK 918-794-3000
SEC Registered
Total AUM
$701.1M
Discretionary
$698.8M
Employees
7
Clients
251
Accounts
1,226
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $701.1M | $698.8M | $2.3M | 7 | 0 |
| Feb 2025 | $701.1M | $698.8M | $2.3M | 7 | 0 |
| Dec 2024 | $582.2M | $580.9M | $1.3M | 7 | 0 |
| Jul 2024 | $582.2M | $580.9M | $1.3M | 7 | 0 |
| Feb 2024 | $582.2M | $580.9M | $1.3M | 7 | 0 |
| Dec 2023 | $498.6M | $497.7M | $934.9K | 9 | 0 |
| Nov 2023 | $498.6M | $497.7M | $934.9K | 9 | 0 |
| Sep 2023 | $498.6M | $497.7M | $934.9K | 9 | 0 |
| Feb 2023 | $498.6M | $497.7M | $934.9K | 9 | 0 |
| Dec 2022 | $491.9M | $490.8M | $1.1M | 7 | 0 |
| Sep 2022 | $491.9M | $490.8M | $1.1M | 7 | 0 |
| Aug 2022 | $491.9M | $490.8M | $1.1M | 7 | 0 |
| Feb 2022 | $491.9M | $490.8M | $1.1M | 7 | 0 |
| May 2021 | $391.7M | $390.2M | $1.5M | 6 | 0 |
| Jan 2021 | $391.7M | $390.2M | $1.5M | 6 | 0 |
| Nov 2020 | $349.2M | $343.9M | $5.3M | 6 | 0 |
| May 2020 | $349.2M | $343.9M | $5.3M | 6 | 0 |
| May 2020 | $349.2M | $343.9M | $5.3M | 6 | 0 |
| Feb 2020 | $349.2M | $343.9M | $5.3M | 6 | 0 |
| Oct 2019 | $272.5M | $267.9M | $4.6M | 5 | 0 |
| Feb 2019 | $272.5M | $267.9M | $4.6M | 5 | 0 |
| Feb 2018 | $245.5M | $240.7M | $4.8M | 6 | 0 |
| Dec 2017 | $217.9M | $213.3M | $4.7M | 5 | 0 |
| Oct 2017 | $195M | $190.7M | $4.3M | 5 | 0 |
| Jan 2017 | $195M | $190.7M | $4.3M | 5 | 200 |
| Mar 2016 | $156.4M | $156.4M | $0 | 4 | 100 |
| Feb 2015 | $144.5M | $144.5M | $0 | 4 | 100 |
| Feb 2015 | $144.5M | $144.5M | $0 | 4 | 100 |
| Sep 2014 | $134.9M | $134.9M | $0 | 3 | 100 |
| Mar 2014 | $126.8M | $125.7M | $1M | 3 | 100 |
| May 2013 | $106.2M | $105.2M | $924.9K | 2 | 100 |
| Jun 2012 | $80.6M | $80.2M | $465K | 1 | 26 |
| Jun 2012 | $80.6M | $80.2M | $465K | 1 | 26 |
| May 2012 | $67.8M | $67.2M | $662K | 1 | 26 |
| May 2012 | $67.8M | $67.2M | $662K | 1 | 26 |
| Mar 2012 | $67.8M | $67.2M | $662K | 1 | 26 |
| Mar 2011 | $48.7M | $48M | $740K | 5 | -- |
| Jul 2010 | $39.5M | $39.5M | $0 | 5 | -- |
| Jun 2010 | $39.5M | $39.5M | $0 | 5 | -- |
DateOct 2025
Total AUM$701.1M
Discretionary$698.8M
Non-Disc.$2.3M
Employees7
Clients0
DateFeb 2025
Total AUM$701.1M
Discretionary$698.8M
Non-Disc.$2.3M
Employees7
Clients0
DateDec 2024
Total AUM$582.2M
Discretionary$580.9M
Non-Disc.$1.3M
Employees7
Clients0
DateJul 2024
Total AUM$582.2M
Discretionary$580.9M
Non-Disc.$1.3M
Employees7
Clients0
DateFeb 2024
Total AUM$582.2M
Discretionary$580.9M
Non-Disc.$1.3M
Employees7
Clients0
DateDec 2023
Total AUM$498.6M
Discretionary$497.7M
Non-Disc.$934.9K
Employees9
Clients0
DateNov 2023
Total AUM$498.6M
Discretionary$497.7M
Non-Disc.$934.9K
Employees9
Clients0
DateSep 2023
Total AUM$498.6M
Discretionary$497.7M
Non-Disc.$934.9K
Employees9
Clients0
DateFeb 2023
Total AUM$498.6M
Discretionary$497.7M
Non-Disc.$934.9K
Employees9
Clients0
DateDec 2022
Total AUM$491.9M
Discretionary$490.8M
Non-Disc.$1.1M
Employees7
Clients0
DateSep 2022
Total AUM$491.9M
Discretionary$490.8M
Non-Disc.$1.1M
Employees7
Clients0
DateAug 2022
Total AUM$491.9M
Discretionary$490.8M
Non-Disc.$1.1M
Employees7
Clients0
DateFeb 2022
Total AUM$491.9M
Discretionary$490.8M
Non-Disc.$1.1M
Employees7
Clients0
DateMay 2021
Total AUM$391.7M
Discretionary$390.2M
Non-Disc.$1.5M
Employees6
Clients0
DateJan 2021
Total AUM$391.7M
Discretionary$390.2M
Non-Disc.$1.5M
Employees6
Clients0
DateNov 2020
Total AUM$349.2M
Discretionary$343.9M
Non-Disc.$5.3M
Employees6
Clients0
DateMay 2020
Total AUM$349.2M
Discretionary$343.9M
Non-Disc.$5.3M
Employees6
Clients0
DateMay 2020
Total AUM$349.2M
Discretionary$343.9M
Non-Disc.$5.3M
Employees6
Clients0
DateFeb 2020
Total AUM$349.2M
Discretionary$343.9M
Non-Disc.$5.3M
Employees6
Clients0
DateOct 2019
Total AUM$272.5M
Discretionary$267.9M
Non-Disc.$4.6M
Employees5
Clients0
DateFeb 2019
Total AUM$272.5M
Discretionary$267.9M
Non-Disc.$4.6M
Employees5
Clients0
DateFeb 2018
Total AUM$245.5M
Discretionary$240.7M
Non-Disc.$4.8M
Employees6
Clients0
DateDec 2017
Total AUM$217.9M
Discretionary$213.3M
Non-Disc.$4.7M
Employees5
Clients0
DateOct 2017
Total AUM$195M
Discretionary$190.7M
Non-Disc.$4.3M
Employees5
Clients0
DateJan 2017
Total AUM$195M
Discretionary$190.7M
Non-Disc.$4.3M
Employees5
Clients200
DateMar 2016
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees4
Clients100
DateFeb 2015
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees4
Clients100
DateFeb 2015
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees4
Clients100
DateSep 2014
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees3
Clients100
DateMar 2014
Total AUM$126.8M
Discretionary$125.7M
Non-Disc.$1M
Employees3
Clients100
DateMay 2013
Total AUM$106.2M
Discretionary$105.2M
Non-Disc.$924.9K
Employees2
Clients100
DateJun 2012
Total AUM$80.6M
Discretionary$80.2M
Non-Disc.$465K
Employees1
Clients26
DateJun 2012
Total AUM$80.6M
Discretionary$80.2M
Non-Disc.$465K
Employees1
Clients26
DateMay 2012
Total AUM$67.8M
Discretionary$67.2M
Non-Disc.$662K
Employees1
Clients26
DateMay 2012
Total AUM$67.8M
Discretionary$67.2M
Non-Disc.$662K
Employees1
Clients26
DateMar 2012
Total AUM$67.8M
Discretionary$67.2M
Non-Disc.$662K
Employees1
Clients26
DateMar 2011
Total AUM$48.7M
Discretionary$48M
Non-Disc.$740K
Employees5
Clients--
DateJul 2010
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees5
Clients--