← Directory
HUGHES WARREN, INC.
CRD 145570File 801-113240
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$220.5M
Below cohort median (national)
Discretionary AUM
$220.5M
Clients
808
808 accounts
Employees
6
Below cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 22, 2018
- Principal office
- 16350 MUIRFIELD PLACE, EDMOND, OK, 73013
- Phone
- 405-418-4080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $220.5M
- Discretionary AUM
- $220.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 808
- Non-discretionary accounts
- 0
- Total accounts
- 808
- AUM per client
- $273K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $79.3M |
| Individuals (other than high net worth individuals) | 761 | $141.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 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.