GARNETT ADVISORS, LLC

Overview

Garnett Advisors, LLC is a fee-based investment adviser that provides portfolio management primarily to high-net-worth individuals, families and a small number of institutional or business clients. The firm concentrates on equity-centered portfolios delivered through separate managed accounts and appears to operate with a non-discretionary mandate—clients retain final trading authority while Garnett Advisors offers advice and model guidance. The adviser favors a straightforward percentage-of-assets fee model and does not position itself as an active ESG investor or pension consultant. Since its SEC registration in 2019 and its ownership structure being an individual proprietor, the firm runs a compact advisory platform focused on personalized wealth management rather than large-scale capital allocation or fund management.

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Location & Offices