Garnett Advisors LLC

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Assets, Funds, Holdings

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Garnett Advisors LLC
CRD #289930
SEC #801-114876
CIK #
AUM $251.6 M (2025-03-31)
Employees 2 (50% Investors, 0% Brokers)
Phone940-387-3881
Address1121 Dallas Drive
Denton, TX 76205
Source [IAPD]
Total AUM ($M)
3002401801206002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1 0.5
(b) Individuals (high net worth individuals) 2 7.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 1 150.8
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 92.3
(n) Other 0 0.0
Total 7 251.6
By Discretionary
Discretionary 0 0.0
Non-Discretionary 7 251.6
Total 7 251.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 251.6
Total 7 251.6
Comparable Firms State AUM ($B)
Stern Capital Management Inc
NJ 0.3
Three Cord True Wealth Management LLC
PA 0.3
DWM Financial Group Inc
IL 0.3
The Mustico Financial Group Inc
NY 0.3
Envision Financial LLC
WI 0.3
Carter Financial LLC
CA 0.3
Massachusetts Wealth Management LLC
MA 0.3
JF Williams Co Inc
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Simplifi Inc
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Verisail Partners LLC
GA 0.3
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