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| Garrett Wealth Advisory Group LLC
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|---|---|
| CRD # | 173563 |
| SEC # | 801-80598 |
| CIK # | 0001729443 |
| AUM | 969.8 M (2026-03-31) |
| Employees | 20 (95% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 817-550-6750 |
| Address | 201 Ft Worth Hwy Weatherford, TX 76086 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Energy Transfer Equity LP | 105.8 | ||
| Apple Inc | 15.9 | ||
| Nvidia Corp | 5.9 | ||
| Alphabet Inc | 5.8 | ||
| Amazon Com Inc | 4.1 | ||
| Microsoft Corp | 3.6 | ||
| Chevron Corp | 3.2 | ||
| Lockheed Martin Corp | 2.6 | ||
| Wal Mart Stores Inc | 2.3 | ||
| Caterpillar Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 488 | 164.4 |
| (b) Individuals (high net worth individuals) | 286 | 544.5 |
| (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 | 2 | 6.5 |
| (h) Charitable organizations | 4 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 18 | 254.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,039 | 969.8 |
| By Discretionary | ||
| Discretionary | 2,039 | 969.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,039 | 969.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 969.8 | |
| Total | 2,039 | 969.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729443] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 29 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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|
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|
DB Root & Company LLC
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|
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|
952.3 M | |
|
CornerStone Planning Group Inc
✚
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NJ | 951.8 M |