GARNETT ADVISORS, LLC
Adviser information for GARNETT ADVISORS, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 7 | $229.9M |
Total | 7 | $229.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $494,605 |
HNW Individuals | <5 | $4.4M |
Banking or thrift institutions | <5 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $0 |
Charitable organizations | <5 | $0 |
State or municipal gov entities | <5 | $135.8M |
Other investment advisers | <5 | $0 |
Insurance companies | <5 | $0 |
Sovereign wealth funds and foreign official institutions | <5 | $0 |
Corporations or other businesses | <5 | $89.2M |
Other | <5 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPORTFOLIO MANAGEMENT FOR TRUSTS |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-114876 |
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SEC ERA File Number | 801-114876 |
SEC CIK Numbers | None |
SEC CRD Numbers | 289930 |
Legal Entity Identifier | None |
Principal Office
1121 DALLAS DRIVESUITE 1
DENTON
TX
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 940-387-3881, Fax: None
Chief Compliance Officer
REBECCA MICHAEL
CHIEF COMPLIANCE OFFICER
1121 DALLAS DRIVE
SUITE 1
DENTON
TX
United States
Tel:
940-387-3881
B*******@******************M
(Full email address available in API data)
Regulatory Contact
WILLIAM COLEMAN
1121 DALLAS DRIVE
SUITE 1
DENTON
TX
United States
Tel:
940-387-3881
B*******@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Coleman, William | Individual | – | FOUNDING MEMBER | 08/2016 | > 75% |
MICHAEL, REBECCA | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2019 | < 5% |