Grant Michael Gardner

Employer firm

Capital Adulting LLC CRD 337636

Reported services (Item 5G)

Financial planning

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

Current Employers

Capital Adulting Llc

Santa Barbara, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-14

CA RA
APPROVED

Since 2025-08-14

Branch Locations

Santa Barbara, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Appfolio Inc.	Goleta	CA	01/2024	Present
Appfolio Inc.	Goleta	CA	07/2019	11/2023
Schedule Any Lesson	Double Oak	TX	09/2017	06/2019
Westmont College	Santa Barbara	CA	08/2017	12/2018
Westmont College	Santa Barbara	CA	08/2015	05/2019

01/2024 → Present

Appfolio Inc.

Goleta, CA
07/2019 → 11/2023

Appfolio Inc.

Goleta, CA
09/2017 → 06/2019

Schedule Any Lesson

Double Oak, TX
08/2017 → 12/2018

Westmont College

Santa Barbara, CA
08/2015 → 05/2019

Westmont College

Santa Barbara, CA

Other Businesses

AppFolio Inc. Not investment-related 70 Castilian Drive, Goleta, CA 93117 Software-as-a-Service/technology Sr. Manager, Onboarding Services I'm an employee July 1, 2019 to present, with the exception of mid-November 2023 to early January 2024. I'm a full time W-2 employee so 40 hours/week or 160/month 4 hours per day (9am-1pm PT) I manager the customer onboarding team for the Investment Manager product line. It strictly involves services to use software for real estate firms and isn't investment-related. My team helps customers get set up in the IM platform and trains them on how to use it.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-08

S65 Uniform Investment Adviser Law Examination

2025-05-08

View on SEC IAPD