Garth & Brown Investment Management, LLC
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 151128
- Custodians
- ASCENSUS TRUST, RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans91.46%
- Individuals8.54%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Garth & Brown Investment Management, LLC is organized as a limited liability company with domestic ownership that acts as a capital allocator and investment adviser. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers among its advisory activities. It does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. The firm also maintains an industry affiliation with a broker-dealer.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
Contacts
3 of 3Campbell Brown
CCOCRD 845340
Emily Brown
TrusteeCRD 6693332
Stephen Johnson
Registered RepresentativeCRD 2277971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 819 Broad St
- Time zone
- CT (UTC-6)
- Office locations
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