Warburton Capital Management, LLC
Warburton Capital Management, LLC is a Tulsa, Oklahoma-based SEC registered investment adviser founded by Tom Warburton. The firm provides independent, fee-only fiduciary wealth management and financial planning services primarily to business owners and professionals, both working and retired. Its consultative approach centers around identifying, clarifying, and helping clients achieve their financial goals through purposeful wealth accumulation, preservation, and enjoyment. The firm employs approximately 7 professionals, including multiple CFPs, and serves clients in Oklahoma and other qualified states, strictly adhering to fiduciary standards and a personalized service model.
Investment Strategy
Warburton Capital Management employs a Purposeful Wealth Management strategy, offering both discretionary portfolio management and financial planning. The firm's approach includes analysis of personal balance sheets, tax planning, risk management, retirement, education, and investment planning. Portfolio management is typically offered on a discretionary basis, in which advisers select investments based on client preferences and objectives. The investment philosophy emphasizes independence, fee-only fiduciary standards, and building portfolios tailored to the client's long-term financial goals, using both index-based ETFs and diverse asset allocations to manage risk and optimize returns.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 47.36% | $78.7M | 2,035,282 | $34.62 | $38.57 | -$6.5M |
D DFAX | DIMENSIONAL ETF TRUST | 19.65% | $32.7M | 1,034,934 | $24.95 | $31.38 | -$525.0K |
D DFUS | DIMENSIONAL ETF TRUST | 4.00% | $6.6M | 91,365 | $66.70 | $72.44 | +$1.3M |
D DUHP | DIMENSIONAL ETF TRUST | 3.37% | $5.6M | 147,270 | $34.74 | $37.77 | +$737.0K |
D DFIC | DIMENSIONAL ETF TRUST | 2.32% | $3.9M | 117,183 | $29.17 | $32.79 | +$243.0K |