Garrett Capital Investment Management

Overview

Garrett Capital Investment Management is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm charges clients on a percentage-of-AUM basis and reports no active ESG investing program. It is not set up as a multi-state or newly formed adviser and does not serve as a pension consultant. The firm reports industry involvement as an investment adviser and sponsor, and as a general partner/managing member of pooled investment vehicles, indicating some direct participation in privately managed structures alongside its advisory work. Garrett Capital positions itself as a small, discretionary wealth manager rather than a capital allocator or large institutional manager. Its reported activities center on managing client portfolios rather than running a broad third-party distribution platform.

Assets & Accounts

Investments & Alternatives