Warburton Capital Management, LLC

Isaac Hutchins is a CFP® with 11 years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2014. He holds a Series 65 license and is based in Tulsa, OK. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $786 million for about 416 clients through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

Brandon Jaquis is a CFP®, CFA®, and Series 65-licensed advisor with seven years of industry experience. He has worked at Warburton Capital Management since 2019 and previously held positions at Verizon and Oral Roberts University. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $786 million across about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using core model portfolios with ETFs and mutual funds, and provides discretionary management primarily through Charles Schwab custodial relationships.

Noah Cottman is a financial advisor at Warburton Capital Management, LLC with a Series 65 designation and approximately two years of industry experience. His prior work includes roles at Oral Roberts University and several other companies in various capacities. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing around $786 million through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation and personalized investment policies.

Madison Hicks is a financial advisor at Warburton Capital Management, LLC in Tulsa, OK, with one year of industry experience. He holds a Series 65 designation and previously worked at Financial Builders LLC and DP Financial & Tax from 2015 to 2024. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using core model portfolios with ETFs and mutual funds, and provides discretionary management primarily through Charles Schwab custodial relationships.

Jonathan Hall is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Warburton Capital Management, LLC since 2014. He is based in Tulsa, OK, and is one of six advisors on the Warburton team. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation, using ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

Joshua Jakubovitz is a CFP® with four years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2021. Prior to his advisory role, he worked at Spartan College of Aeronautics and Technology for three years and spent two years living abroad traveling and studying. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for around 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy that emphasizes asset allocation, using model portfolios built with ETFs and mutual funds, and offers discretionary management through a team-based approach.

Brian Grant is a CFP® with four years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2021. His prior roles include positions at Whole Health and the University of Charleston PA Program. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million across about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, utilizing ETFs and mutual funds, with discretionary management primarily through Charles Schwab.