Brian James Grant

Employer firm

Warburton Capital Management, LLC CRD 141969

$787M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → Present
  Warburton Capital Management, Llc
  Tulsa, OK
• 07/2018 → 07/2020
  Whole Health
  Delray Beach, FL
• 01/2016 → 06/2018
  University Of Charleston Pa Progam
  Charleston, WV
• 08/2020 → 04/2021
  Unemployed
  Bartlesville, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-14

Designations

• Certified Financial Planner