Noah James Cottman
Investment adviser representative at Warburton Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$786.6MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Warburton Capital Management, LLCAug 2024 to now
- Orals Roberts UniversityAug 2023 to Jul 2024
- InceedMay 2022 to Aug 2023
- Delaware NorthMay 2022 to May 2022
- Metro Portable Buildings CompanyMay 2020 to May 2022
- Oral Roberts UniversityAug 2019 to May 2024
- Miller Swim SchoolAug 2019 to Apr 2020
- Crossland Construction CompanyMay 2019 to Aug 2019
- AtwoodsJul 2018 to Oct 2018
- HomeschooledAug 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Warburton Capital Management, LLC
$786.6MAssets managed
437Clients
7Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7983861
- Firm CRD
- 141969