Brian
Grant
Warburton Capital Management, LLC
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About this Advisor
Brian Grant is a financial advisor working in Tulsa, Oklahoma with a total of 2 years of industry experience. Grant is currently employed by Warburton Capital Management, LLC. Over the course of their career, Grant has held roles at Warburton Capital Management, LLC, Whole Health, University Of Charleston Pa Progam, Runner'S Depot and Harding University. Grant has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Oklahoma. Warburton Capital Management, LLC is a registered investment business that has its headquarters in Tulsa, OK. It has $499 million in assets among its 1,103 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 1,103 client accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Warburton Capital Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules typically depend on the services provided. Fees charged by Warburton Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Warburton Capital Management, LLC Brokerage Details
$498,629,087
9
1,103
$452,066
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brian Grant Work History
Brian has been registered as a financial advisor for 2 years.*
Warburton Capital Management, LLC
Whole Health
University Of Charleston Pa Progam
Runner'S Depot
Harding University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Grant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Warburton Capital Management, LLC
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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