Brian Grant has been an investment adviser representative at Warburton Capital Management since July 2021, and is not listed among the firm’s executive officers or direct owners. Brian Grant holds a BBA from Harding University and an MS in Physician Assistant Studies from the University of Charleston.
Warburton Capital Management, LLC is a Tulsa, OK firm with $787M under management, 437 clients and 6 advisers in one office, as of its February 2026 filing.
Brian Grant is Vice President and Financial Advisor at Warburton Capital Management. Before joining the firm he practiced full-time as a Physician Assistant, providing primary and psychiatric care, and he has also worked in higher education, event planning and retail sales. As a Financial Advisor he helps clients define and achieve their financial goals.
- – present · 5 yearsTulsa, OK · Adviser representative · Firm CRD 141969
Professional designations
Listed by Warburton Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brian Grant is registered as an investment adviser representative in Oklahoma, since July 2021.
- OklahomaSince 14 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian James Grant
- CRD
- 7395417
- Firm
- Warburton Capital Management · CRD 141969
- Office
- 6120 S YALE AVENUE, SUITE 1010, Tulsa, OK 74136
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- warburtoncapital.com
Where does Brian Grant work?
Brian Grant is an investment adviser representative registered through Warburton Capital Management, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brian Grant a financial advisor?
Yes. Brian Grant has a current investment-adviser registration in Oklahoma, through Warburton Capital Management since July 2021.
How many years of experience does Brian Grant have?
Brian Grant has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Brian Grant passed?
Brian Grant passed the Series 65 in July 2021.
Where is Brian Grant based?
Brian Grant’s registered office is in Tulsa, OK.
Is Brian Grant registered with FINRA?
No. Brian Grant has no current broker registration.
Is Brian Grant a CFP?
Warburton Capital Management lists Brian Grant with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brian Grant’s record?
Search CRD 7395417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Grant’s full registration record.
