|
⚲
|
| Keyboard |
| Garnett Advisors LLC
✚
|
|
|---|---|
| CRD # | 289930 |
| SEC # | 801-114876 |
| CIK # | |
| AUM | 265.7 M (2026-03-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 940-387-3881 |
| Address | 1121 Dallas Drive Denton, TX 76205 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.6 |
| (b) Individuals (high net worth individuals) | 2 | 8.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 162.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 94.8 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 265.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7 | 265.7 |
| Total | 7 | 265.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.7 | |
| Total | 7 | 265.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Viewpoint Capital Management LLC
✚
|
WA | 267.8 M |
|
Variant Private Wealth LLC
✚
|
VA | 267.5 M |
|
Riverplace Capital Management Inc
✚
|
FL | 267.4 M |
|
Woodside Wealth Management LLC
✚
|
MA | 266.6 M |
|
Thinagee Investments Inc
✚
|
MD | 265.4 M |
|
Gordian Advisors LLC
✚
|
AZ | 265.2 M |
|
Birch Financial Group LLC
✚
|
NH | 264.7 M |
|
KRM Wealth Management LLC
✚
|
NV | 264.7 M |
|
WYZE Wealth Advisors LLC
✚
|
PA | 264.5 M |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 263.9 M |