Warwick Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Bryan, TX. Its latest Form ADV filing, dated March 25, 2026, reports $2.5B in regulatory assets under management, 9 employees, 1 office, and 1,533 accounts.
Assets Under Management
$2.5B
Employees
9
Offices
1 office
Total Clients
253
Primary office
BRYAN, TX
4444 CARTER CREEK PARKWAY, SUITE 109, BRYAN, TX, United States
Top client segmentHNWI represent 79.8% of total clients.
Top client categories% of clientsClients
1
HNWI
79.8%
202
2
Individuals
20.2%
51
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 25, 2026
Discretionary80.3%
$2.0B
80% of total RAUM80.3%
Non-discretionary19.7%
$490M
20% of total RAUM19.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.5B
Total Accounts1,533
10Y AUM Change+$1.7B (+238.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change+3 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.