Brian James Grant
Investment adviser representative at Warburton Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$786.6MFirm assets
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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
10 years in the industry.
- Warburton Capital Management, LLCApr 2021 to now
- UnemployedAug 2020 to Apr 2021
- Whole HealthJul 2018 to Jul 2020
- University of Charleston Pa ProgamJan 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7395417
- Firm CRD
- 141969