Data / Investment advisers / Oklahoma / Hughes Warren, Inc.
Hughes Warren, Inc., Edmond, OK: $221 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hughes Warren, Inc. is an SEC registered investment adviser with its main office in Edmond, Oklahoma and reports $221 million in regulatory assets under management in its Form ADV filed February 20, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Hughes Warren, Inc. (CRD number 145570): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 145570
- SEC file number
- 801-113240
- SEC status
- Approved, effective May 22, 2018
- Main office
- 16350 Muirfield Place, Edmond, OK 73013
- Phone
- (405) 418-4080
- Regulatory AUM
- $220,544,521 in the Form ADV filed February 20, 2026
- Discretionary AUM
- $220,544,521
- Accounts
- 808
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 761 | $141.3 million |
| High net worth individuals | 47 | $79.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $220.5 million | February 20, 2026 |
| December 1, 2025 | $185.4 million | November 12, 2025 |
Other advisers in Oklahoma
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jm2 Capital Inc. | Edmond | $238.4 million | Not listed | adviserinfo.sec.gov |
| Sustainable Advisors Alliance LLC | Tulsa | $234.8 million | Not listed | adviserinfo.sec.gov |
| Adaptation Financial Advisors Inc. | Oklahoma City | $233.6 million | Not listed | adviserinfo.sec.gov |
| Drawbridge Capital | Tulsa | $224.6 million | Not listed | adviserinfo.sec.gov |
| Asset Management Advisors, LLC | Oklahoma City | $221.3 million | Not listed | adviserinfo.sec.gov |
| Robert Stephen Capital Management LLC | Tulsa | $219.1 million | Not listed | adviserinfo.sec.gov |
| McGuire Capital Advisors, Inc. | Bethany | $202.4 million | Not listed | adviserinfo.sec.gov |
| J M Brown Financial Partners | Tulsa | $202.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Hughes Warren, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.