Warwick Partners
Firm details
- Headquarters
- Bryan, Texas
- CRD number
- 105951
- Registered since
- July 19, 1979
- Website
- www.warwickpartners.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.36%
- Pension & Profit Sharing Plans19.74%
- Charitable Organizations17.46%
- Individuals0.77%
- Corporations / Businesses0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Warwick Partners is an independent, privately owned registered investment adviser that has been SEC-registered since 1979. The firm serves individual and family clients and positions itself as a capital allocator, charging either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. Warwick Partners does not identify as an active ESG investor and is not designated as a multi-state adviser. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Cash & Cash Equivalents22%
- Exchange Traded Equities5%
- Private Funds5%
- US Government Bonds1%
Owners & executives
2 of 2
Ross Willmann
Partner, Chief Investment OfficerCRD 5195267
Jeffrey Kelvin
Chief Compliance OfficerCRD 6614864
Contacts
3 of 3
Thomas Fraim
Financial AdvisorCRD 6655662
Grant Stucki
Senior Financial PlannerCRD 5679176
Clarence Glover
OwnerCRD 723504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$887M in ETFs
81%
$719M
19%
$169M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB 1000 INDEX ETF (SCHK) | Schwab | Passive | Large Blend | $129M | 3,585,472 | 14.57% |
Location
Bryan, TX
Brazos
Location
Bryan, TX
Headquartered in Bryan, TX, in the South of the United States.
- Region
- South
- County
- Brazos
- Address
- 4444 Carter Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Charis Legacy Partners
RIABryan, TX
Evidence Wealth, LLC
RIABryan, TX
Silver Hill Energy Partners, LP
RIADallas, TX
Oxbow Advisors, LLC
RIAAustin, TX
Serve Capital Partners
RIAAustin, TX
Permian
RIADallas, TX