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| Happy Holidays!! thanks for using AUM13F!! |
| Garrett Wealth Advisory Group LLC
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| CRD # | 173563 |
| SEC # | 801-80598 |
| CIK # | 0001729443 |
| AUM | $803.7 M (2025-04-23) |
| Employees | 16 (88% Investors, 0% Brokers) |
| Phone | 817-550-6750 |
| Address | 201 Ft Worth Hwy Weatherford, TX 76086 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729443 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Energy Transfer Equity LP | 99.3 | ||
| Apple Inc | 9.9 | ||
| Exxon Mobil Corp | 4.6 | ||
| Alphabet Inc | 3.1 | ||
| Microsoft Corp | 2.9 | ||
| Amazon Com Inc | 2.9 | ||
| Texas Pacific Land Corp | 2.1 | ||
| Lockheed Martin Corp | 1.9 | ||
| Chevron Corp | 1.9 | ||
| First Financial Bankshares Inc | 1.9 | ||
| Lowes Companies Inc | 1.8 | ||
| Royal Dutch Shell PLC | 1.6 | ||
| Wal Mart Stores Inc | 1.5 | ||
| Nvidia Corp | 1.5 | ||
| Facebook Inc | 1.2 | ||
| Union Pacific Corp | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 538 | 180.7 |
| (b) Individuals (high net worth individuals) | 205 | 429.4 |
| (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 | 4.7 |
| (h) Charitable organizations | 2 | 0.1 |
| (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 | 13 | 188.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,769 | 803.7 |
| By Discretionary | ||
| Discretionary | 1,769 | 803.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,769 | 803.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 803.7 | |
| Total | 1,769 | 803.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729443] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McRae Capital Management Inc
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|
NJ | 0.8 |
|
Prevail Innovative Wealth Advisors LLC
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|
KS | 0.8 |
|
Clayton Financial Services Inc
✚
|
KS | 0.8 |
|
Tufton Capital Management LLC
✚
|
MD | 0.8 |
|
Flaharty Asset Management LLC
✚
|
FL | 0.8 |
|
The O'Dell Group LLC
✚
|
OH | 0.8 |
|
Veery Capital LLC
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|
PA | 0.8 |
|
Shorepoint Capital Partners LLC
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|
MA | 0.8 |
|
Gill Capital Partners LLC
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|
CO | 0.8 |
|
Peak Wealth Solutions Inc
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|
OH | 0.8 |