Warwick Partners

RIASEC RegisteredEst. 1979

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, privately owned registered investment adviser that has been operating since 1979 and focuses on individual and family clients. The firm acts as a capital allocator and provides fee-based wealth management through percentage-of-AUM and flat-fee arrangements. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, institutional/business portfolio management, pension consulting, and selection of other advisers. Warwick Partners does not present itself as an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020, reflecting industry visibility among peers. Custodial relationships and public holdings indicate a strong use of pooled and exchange-traded public funds alongside selectively sourced external alternative funds.