WARBURTON CAPITAL MANAGEMENT, LLC

CRD 141969File 801-78149

APPROVED

Retail clients

Custody

Filing as of Feb 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$786.6M

Above cohort median (national)

Discretionary AUM

$783.1M

Non-discretionary $3.5M

Clients

437

1,265 accounts

Employees

Top 25% of cohort in OK

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 14, 2013
Principal office: 6120 S YALE AVENUE, SUITE 1010, TULSA, OK, 74136
Phone: 918-794-3000
Website: HTTP://WWW.LINKEDIN.COM/COMPANY/WARBURTON-CAPITAL-MANAGEMENT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $786.6M
Discretionary AUM: $783.1M
Non-discretionary AUM: $3.5M
Discretionary accounts: 1,260
Non-discretionary accounts: 5
Total accounts: 1,265
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$42.0M
Charitable organizations	7	$74.3M
High net worth individuals	158	$563.6M
Pension and profit sharing plans	5	$3.5M
Individuals (other than high net worth individuals)	258	$103.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FIXED MONTHLY FEES
A percentage of assets under your management

Advisory activities

Financial planning services
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: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.