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
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
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
Compensation % of AUM

Identifiers

SEC RIA File Number 801-114876
SEC ERA File Number 801-114876
SEC CIK Numbers None
SEC CRD Numbers 289930
Legal Entity Identifier None

Principal Office

1121 DALLAS DRIVE
SUITE 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
(Full email address available in API data)

Regulatory Contact

WILLIAM COLEMAN
1121 DALLAS DRIVE
SUITE 1
DENTON
TX
United States
Tel: 940-387-3881
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
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%

No. Employees, Historic

10502020202120222023202420252 on 3/27/20202 on 6/29/20202 on 3/25/20212 on 3/25/20222 on 3/27/20232 on 3/13/2024

RAUM, Historic

300M150M0202020212022202320242025181012915 on 3/27/2020181012915 on 6/29/2020195313759 on 3/25/2021224193010 on 3/25/2022212752153 on 3/27/2023229865238 on 3/13/2024

No. Clients, Historic

10502020202120222023202420257 on 3/27/20207 on 6/29/20207 on 3/25/20217 on 3/25/20227 on 3/27/20237 on 3/13/2024