Warwick Partners

RIASEC Registered

Total AUM

$2.5B

Discretionary

$2B

80% of AUM

Avg account

$1.6M

Accounts

1,533

Employees

Advisory reps

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

FINTRX

Overview

Warwick Partners is an independent registered investment adviser that has been SEC-registered since 1979. The firm operates as a corporation under individual ownership and positions itself as a capital allocator serving primarily individual and family clients. Its fee arrangements combine percentage-of-AUM pricing with the option for fixed fees. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting and the selection of third-party advisers. Warwick Partners was recognized by FA Magazine as one of its Top RIA Firms in 2020. The firm does not self-identify as an active ESG investor and is not structured as a multi-state adviser in the provided snapshot. Its business model emphasizes discretionary portfolio management (a large portion of its assets) alongside services that involve selecting outside managers, which aligns with the firm’s role as a capital allocator.