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Nathaniel Newell John Grant

Investment Adviser Representative at Barksdale Investment Management

Nashville, TNCRD #2254424Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nathaniel Newell John Grant is an investment adviser representative with Barksdale Investment Management in Nashville, TN, where they have been registered since 2022, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee.

Office

40 Burton Hills Blvd, Suite 230
Nashville, TN 37215-6104

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/14/1994
Series 7
General Securities Representative Examination
Passed 9/23/1993

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Barksdale Investment ManagementCurrent
1/26/2022 – Nashville, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Weaver C Barksdale & Associates
    Dec 2021 – no end date reportedNashville, TN
  2. Hancock Whitney Bank
    Aug 2009 – Nov 2021New Orleans, LA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Barksdale Investment Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Customized fixed income and equity management strategies, including fixed income separate account management, equity, balanced, high yield, core plus, LDI, credit only, and enhanced cash portfolio management. Portfolios are built on each client's Investment Policy Statement rather than predetermined master portfolios, commingled accounts, or mutual funds. Fee-only business model with no investment banking or broker/dealer services.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Fixed IncomeEquity ManagementCustomized PortfoliosInstitutional InvestmentSeparate Account ManagementLDIHigh YieldEnhanced CashCore PlusGIPS ComplianceFee-only+3 more

Client types the firm serves

High Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Nashville, TN
Founded:
1984
SEC file number:
801-23126

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 14, 2026

View full firm profile

Other advisors at Barksdale Investment Management

8 other advisors in the directory

View Barksdale Investment Management firm profile

Similar advisors in Nashville, TN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathaniel Newell John Grant has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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