Porter Gregory has been Principal/CCO of Seaborn Financial since January 2011, is a control person of the firm and directly owns 75% or more of it.
Seaborn Financial, LLC is a firm with $151M under management, 76 clients and 3 advisers in one office, as of its September 2026 filing.
Britton Gregory is Principal of Seaborn Financial, LLC, based in Austin, Texas. He was an engineer for nearly twenty years and founded the firm in 2012. He works as a financial planner and investment manager, specializing in working with tech professionals.
- Seaborn Financial, LLCCurrent– present · 14 yearsAustin, TX · Adviser representative · Firm CRD 159073
Professional designations
Listed by Seaborn Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Porter Gregory is registered as an investment adviser representative in Texas, since January 2012.
- TexasSince 4 January 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Porter Britton Gregory
- CRD
- 5989536
- Firm
- Seaborn Financial · CRD 159073
- Role
- Principal/CCO
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- seabornfinancial.co
Where does Porter Gregory work?
Porter Gregory has been Principal/CCO of Seaborn Financial, LLC since January 2011, and is a control person of the firm.
Is Porter Gregory a financial advisor?
Yes. Porter Gregory has a current investment-adviser registration in Texas, through Seaborn Financial since January 2012.
How many years of experience does Porter Gregory have?
Porter Gregory has 14 years in the financial industry, since January 2012, across 1 adviser firm.
What exams has Porter Gregory passed?
Porter Gregory passed the Series 65 in September 2011.
Where is Porter Gregory based?
Porter Gregory’s registered office is in Austin, TX.
Is Porter Gregory registered with FINRA?
No. Porter Gregory has no current broker registration.
Is Porter Gregory a CFP?
Seaborn Financial lists Porter Gregory with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Britton Gregory, CFP® biography, seabornfinancial.co
How can I verify Porter Gregory’s record?
Search CRD 5989536 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Porter Gregory’s full registration record.