Asset manager · Denton, TX
Garnett Advisors, LLC
SEC-registered investment adviser · CRD 289930 · SEC 801-114876
At a glance
Garnett Advisors, LLC is an SEC-registered investment adviser based in Denton, Texas, with $266 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is state or municipal government entities, and it reports 3 individual clients. By Form ADV it is a asset manager, ranked 1,994th of 3,218 asset managers and 10,768th of 17,210 SEC-registered advisers by assets.
Main office 940-387-3881As filed on Form ADV
- Regulatory AUM
- $266M
- Rank among asset managers
- #1,994 of 3,218
- Rank among all SEC RIAs
- #10,768 of 17,210
- Rank in Texas
- #705 of 1,081
- Individual clients
- 3
- High-net-worth clients
- 2
- Accounts
- 7
- Discretionary
- 0% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- William ColemanFounding Member
- Rebecca MichaelChief Compliance Officer
Custody and brokerage
4 custodians
- Frost Brokerage Services$162M61%
- Charles Schwab$49M18%
- Morgan Stanley$37M14%
- J.P. Morgan$18M7%
Other RIAs using Frost Brokerage ServicesOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 1 | $162M | 61% |
| Corporations or other businesses | 3 | $95M | 36% |
| High-net-worth individuals | 2 | $8M | 3% |
| Individuals | 1 | $1M | <1% |
Disciplinary disclosures
Garnett Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Garnett Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 897 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Garnett Advisors, LLC manage?
Garnett Advisors, LLC reports $266 million in regulatory assets under management across 7 accounts, on its Form ADV filed March 24, 2026.
What kind of firm is Garnett Advisors, LLC?
Garnett Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Garnett Advisors, LLC’s clients?
By assets, its largest client types are state or municipal government entities ($162 million, 1 clients); corporations or other businesses ($95 million, 3 clients); high-net-worth individuals ($8 million, 2 clients).
Does Garnett Advisors, LLC have any disciplinary history?
Garnett Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Garnett Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →