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Warwick Partners

Updated today

Client assets under management

$1,542,341,836

Clients

253

80% high-net worth

Advisors

4

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

63

Typical

Average account size

$6,096,213

About

Warwick Investment Management, Inc. manages approximately $2.48 billion in client assets for 253 clients and offers discretionary and non‑discretionary investment management, financial planning, pension consulting, and selection of third‑party advisers to individuals, trusts, estates, business entities, charitable organizations, and pension and profit‑sharing plans. The firm’s stated account minimum is $2,000,000, reflecting a primary focus on high‑net‑worth clients and institutional retirement plans.

Warwick implements risk‑based model portfolios tailored to each client’s investment policy, allocating across no‑load mutual funds and ETFs, stocks, bonds, U.S. government securities, money market funds, private debt, and private investment vehicles, and it may retain third‑party advisers after due diligence. The firm provides ongoing monitoring and reporting, manages both discretionary and non‑discretionary mandates, and accepts ERISA fiduciary responsibilities for retirement plan clients including QDIA review and participant education.

What is distinctive about Warwick relative to many multi‑team peers is the combination of a small advisory team—four advisors—managing over $2.4 billion, yielding a high asset‑per‑client and asset‑per‑advisor profile. The firm also routinely includes held‑away and private fund assets when calculating advisory fees and employs less liquid investment options (private debt, private investment vehicles, interval and tender funds), alongside pension consulting services, which together indicate a more complex and illiquid investment set than is typical for many multi‑team advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

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: Adviser is fee-only and does not accept compensation for the sale of securities or other investment products.

Main office location

Warwick Partners

4444 Carter Creek Parkway, Suite 109

Bryan TX 77802, United States

Number of offices

2

Most active in

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

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
user avatar

Thomas F

Series 63, Series 65

Bryan, TX

Warwick Partners

Thomas Fraim III is a financial advisor at Warwick Partners with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Life Insurance Company, Ameritas Investment Company, Southeast Financial Services, Wells Fargo, and Bogart Wealth. 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 employs model, risk-based portfolios that include a range of asset classes and alternative investments, with ongoing account monitoring and due diligence on third-party managers.

Wealth management
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
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
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