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® and CFA® with six years of industry experience. He has been with Warburton Capital Management, LLC since 2019. Prior to joining Warburton, he held roles 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 for about 416 clients through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation, typically using ETFs and mutual funds from providers like Dimensional Fund Advisors and Vanguard, with discretionary management and tax-aware strategies where appropriate.

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. Prior to joining Warburton in 2021, he worked at Spartan College of Aeronautics and Technology and spent time traveling and studying abroad. 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. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically utilizing ETFs and mutual funds, and provides discretionary management through a team of six advisors.

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.