President · Warburton Capital Management, LLC
Jonathan M. Hall
CRD 6239013 · Named on Form ADV at one SEC-registered adviser
At a glance
Warburton Capital Management, LLC, an SEC-registered wealth manager based in Tulsa, OK with $787 million in regulatory assets, lists Jonathan M. Hall on its Form ADV as President, a control person.
Firms and roles
- Warburton Capital Management, LLCPresidentWealth manager · Tulsa, OK · $787M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
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- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas K. WarburtonManaging Member/founding Principal, Warburton Capital Management, LLC
- Isaac E. HutchinsChief Compliance Officer, Warburton Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.