Investment adviser · CRD 131628
GARNER FINANCIAL MANAGEMENT
Investment adviser filing (IA)
GARNER FINANCIAL MANAGEMENT, INC.
LAFAYETTE, CA, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $153M Form ADV · Item 5.F
- Client accounts
- 299 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $107,196,235 | 70.2% |
| Individuals | 67 | $26,193,365 | 17.2% |
| Retirement plans | 4 | $13,407,726 | 8.8% |
| Corporations & businesses | 2 | $5,841,376 | 3.8% |
Filing source
Form ADV 2041952 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3620 HAPPY VALLEY ROAD, SUITE 203LAFAYETTE, CA, 94549, United States
CRD 131628
Filing source
Form ADV 2041952 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.