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Warwick Partners

Updated today

Client AUM

$1,542,341,836

Clients

253

Advisors

5

of 9 employees

About

Warwick Investment Management, Inc. provides discretionary and non‑discretionary investment management, financial planning, pension consulting, and selection of third‑party advisers for individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm reports an account minimum of $2 million, serves about 253 clients, and manages approximately $2.48 billion in client assets.

The firm implements model, risk‑based diversified portfolios using no‑load mutual funds, ETFs, individual stocks and bonds, U.S. government securities, money market funds, private debt, and private investment vehicles, and it conducts ongoing monitoring with typical quarterly reviews. Warwick may hire unaffiliated subadvisers when appropriate, accepts both discretionary and non‑discretionary mandates, and discloses the use of derivatives and borrowing strategies (including covered options and synthetic loan/borrowing arrangements) in separately managed accounts.

Compared with many team firms, Warwick stands out for managing a very large asset base with a relatively small advisory team (well over $200 million of AUM per advisor) and for offering fixed‑fee arrangements in addition to asset‑based billing. The brochure also discloses inclusion of private investment valuations in fee calculations and the use of SyntheticFi LLC‑managed synthetic loans in some accounts, reflecting added liquidity and operational complexity versus more conventional team‑managed practices.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management General retirement planning Charitable giving & philanthropy

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Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.50% $15,000,001 - $50,000,000: 0.25% $50,000,001 - $100,000,000: 0.20% $100,000,001 - $200,000,000: 0.12% $200,000,001 - $500,000,000: 0.08% $500,000,001+: 0.05%

Other

Account minimum: $2,000,000 Fee-only: Fixed fees ranging from $20,000 to $250,000, negotiable, billed quarterly in advance

Main office

4444 Carter Creek Parkway, Suite 109

Bryan TX 77802

Advisors at this office

5

Most active in

Arizona · Colorado · Florida · Georgia · Louisiana · Nebraska · New Hampshire · North Carolina · Texas · Virginia

Also doing business as

Warwick Investment Management Inc · Warwick Investment Management, Inc. · Warwick Partners

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ross W

CFA®

Bryan, TX

Warwick Partners

Ross Willmann is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Warwick Partners. Prior to joining Warwick Partners in 2025, he worked five years at the Texas A&M Foundation and seven years at Memorial Hermann Health System. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party adviser oversight for individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs model, risk-based portfolios across various asset classes, including alternative investments, and manages approximately $2.14 billion with a client base of 229 households.

Wealth management General retirement planning Charitable giving & philanthropy
user avatar

Thomas F

Series 65, Series 63

Bryan, TX

Warwick Partners

Thomas Fraim III is a financial advisor at Warwick Partners with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Ameritas Life Insurance Company, Ameritas Investment Company, Southeast Financial Services, Inc., Wells Fargo, and Bogart Wealth, LLC. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm manages approximately $2.48 billion in client assets through risk-based diversified portfolios and offers both fixed-fee and asset-based billing arrangements.

Wealth management General retirement planning Charitable giving & philanthropy
user avatar

Franklin F

Series 65

Bryan, TX

Warwick Partners

Franklin Farrell is a financial advisor with Warwick Partners in Bryan, TX, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Warwick Partners, he worked at Prosperity Bank for two years and was a full-time student for nine years. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party adviser selection for a range of clients including individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm manages approximately $2.48 billion in client assets across about 253 accounts, offering model-driven, risk-based diversified portfolios with ongoing monitoring and both fixed-fee and asset-based billing arrangements.

Wealth management General retirement planning Charitable giving & philanthropy
user avatar

Clarence G

Series 63

Bryan, TX

Warwick Partners

Clarence Glover III is a financial advisor at Warwick Partners with 41 years of industry experience. He holds a Series 63 designation and has been with Warwick Investment Management since 1981. Warwick Investment Management provides discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party adviser oversight to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm manages approximately $2.14 billion across 229 clients using model, risk-based portfolios that include mutual funds, ETFs, individual equities and bonds, U.S. government securities, and alternative investments such as private debt and private investment vehicles.

Wealth management General retirement planning Charitable giving & philanthropy
user avatar

Grant S

CFP®, Series 63, Series 66

Bryan, TX

Warwick Partners

Grant Stucki is a CFP® professional at Warwick Partners with 13 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Bogart Wealth, LLC, and JPMorgan Securities LLC. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, pension consulting, and oversight of third-party advisers to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm manages approximately $2.14 billion across 229 clients, utilizing model, risk-based portfolios that include a range of asset classes such as mutual funds, ETFs, individual equities and bonds, U.S. government securities, and alternative investments.

Wealth management General retirement planning Charitable giving & philanthropy
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