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Partner, COO, Wealth Advisor, Chief Compliance Officer · Castlepoint Wealth Advisors

Drew S. Garner

CRD 6739306 · Named on Form ADV at one SEC-registered adviser

At a glance

Castlepoint Wealth Advisors, an SEC-registered wealth manager based in Oklahoma City, OK with $751 million in regulatory assets, lists Drew S. Garner on its Form ADV as Partner, COO, Wealth Advisor, Chief Compliance Officer, a control person.

Firms and roles

  • Castlepoint Wealth AdvisorsPartner, COO, Wealth Advisor, Chief Compliance OfficerWealth manager · Oklahoma City, OK · $751M in regulatory assets

AtlasMembers

Drew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Drew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.