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WARWICK PARTNERS
Legal name: WARWICK INVESTMENT MANAGEMENT, INC.
CRD 105951File 801-14704
APPROVED
Retail clients
Custody
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.48B
Top 25% of cohort (national)
Discretionary AUM
$1.99B
Non-discretionary $490.1M
Clients
253
1,533 accounts
Employees
9
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 19, 1979
- Principal office
- 4444 CARTER CREEK PARKWAY, SUITE 109, BRYAN, TX, 77802
- Phone
- (979) 260-9777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.48B
- Discretionary AUM
- $1.99B
- Non-discretionary AUM
- $490.1M
- Discretionary accounts
- 1,531
- Non-discretionary accounts
- 2
- Total accounts
- 1,533
- AUM per client
- $9.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $16.3M |
| Charitable organizations | Fewer than 5 | $433.4M |
| High net worth individuals | 202 | $1.52B |
| Pension and profit sharing plans | Fewer than 5 | $490.1M |
| Individuals (other than high net worth individuals) | 51 | $19.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.