Wealth manager, independent · Bryan, TX
Warwick Partners
Warwick Investment Management, Inc. · SEC-registered investment adviser · CRD 105951 · SEC 801-14704
At a glance
Warwick Partners is an SEC-registered investment adviser based in Bryan, Texas, with $2.5B in regulatory assets under management as of its Form ADV filed June 16, 2026. It reports 253 individual clients, 202 of them high-net-worth, holding an average of about $6.1 million each, and 9 employees. That ranks it 455th among the nation’s 5,657 independent wealth management RIAs and 23rd of 367 in Texas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 979-260-9777warwickpartners.netLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.5B
- Rank among independent wealth managers
- #455 of 5,657
- Rank among all SEC RIAs
- #3,193 of 17,210
- Rank in Texas
- #23 of 367
- Individual clients
- 253
- High-net-worth clients
- 202
- Accounts
- 1,533
- Discretionary
- 80% of AUM
- Employees
- 9
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Grant M. StuckiShareholder
- Clarence H. GloverPresident and Shareholder
- Ross H. WillmannChief Investment Officer, Shareholder
- Jeffrey KelvinChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Warwick Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 202 | $1.5B | 61% |
| Pension and profit sharing plans | – | $490M | 20% |
| Charitable organizations | – | $433M | 17% |
| Individuals | 51 | $19M | <1% |
| Corporations or other businesses | – | $16M | <1% |
Disciplinary disclosures
Warwick Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗warwickpartners.net ↗
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The full record on Warwick Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,616 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Paul Comstock PartnersHouston | $2.8B | 109 |
| Titleist Asset Management, LLCSAN Antonio | $2.8B | 2,103 |
| Icon Wealth PartnersHouston | $2.6B | 617 |
| Oxbow Advisors, LLCAustin | $2.5B | 688 |
| Requisite Capital Management LLCDallas | $2.4B | 218 |
| Beaird HarrisDallas | $2.3B | 793 |
Background
Questions
How much does Warwick Partners manage?
Warwick Partners reports $2.5B in regulatory assets under management across 1,533 accounts, 80% of it on a discretionary basis, on its Form ADV filed June 16, 2026.
How many clients does Warwick Partners have?
It reports 253 individual clients: 202 high-net-worth individuals and 51 other individuals. Individuals account for about 62% of its regulatory assets.
Where is Warwick Partners headquartered?
Its main office is in Bryan, Texas. It reports 2 offices in total and 9 employees, 4 of whom perform investment advisory functions.
How does Warwick Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Warwick Partners use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed June 16, 2026, it reports these amounts held: Charles Schwab ($2.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Warwick Partners a hybrid RIA with a broker-dealer?
Warwick Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Warwick Partners a fiduciary?
As an SEC-registered investment adviser, Warwick Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Warwick Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →