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GARNETT ADVISORS, LLC

CRD 289930File 801-114876
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$265.7M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $265.7M
Clients
7
7 accounts
Employees
2
Below cohort median in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Mar 22, 2019
Principal office
1121 DALLAS DRIVE, SUITE 1, DENTON, TX, 76205
Phone
940-387-3881
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$265.7M
Discretionary AUM
$0
Non-discretionary AUM
$265.7M
Discretionary accounts
0
Non-discretionary accounts
7
Total accounts
7
AUM per client
$38.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$94.8M
Non-U.S. personsFewer than 5$0
Insurance companiesFewer than 5$0
Charitable organizationsFewer than 5$0
Other investment advisersFewer than 5$0
High net worth individualsFewer than 5$8.3M
Banking or thrift institutionsFewer than 5$0
Pension and profit sharing plansFewer than 5$0
State or municipal government entitiesFewer than 5$162.1M
Individuals (other than high net worth individuals)Fewer than 5$585K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.