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Firm profile

Hughes Warren, Inc..

EDMOND, OKCRD 145570Latest ADV February 20, 2026

Hughes Warren, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Edmond, OK. Its latest Form ADV filing, dated February 20, 2026, reports $221M in regulatory assets under management, 6 employees, and 808 accounts.

Assets Under Management
$221M
Employees
6
Offices
--
Total Clients
808
Primary office
EDMOND, OK
16350 MUIRFIELD PLACE, EDMOND, OK, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOVictoria F. Jones

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
761
2
HNWI
5.8%
47

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$221Mas of February 20, 2026
Discretionary100.0%
$221M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$221M
Total Accounts808
10Y AUM Change+$116M (+111.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee135:1
10Y Employee Change+2 (+50.0%)

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.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2018. Charts show the most recent available filing segment under this CRD.

* 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.