Garner Financial Management
Garner Financial Management is an SEC-registered wealth manager in Lafayette, CA with $152.6M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Garner Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131628, SEC 801-79008, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $152.6M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Lafayette, CA
- Employees
- 2
- Clients
- 117
- CRD
- 131628
- Ownership
- GARNER, ROBERT, JAMES; GARNER, BLAIR, JASON
How much AUM does Garner Financial Management have?
Garner Financial Management reported $152.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Garner Financial Management?
Disclosed owners and executives of Garner Financial Management include GARNER, ROBERT, JAMES, GARNER, BLAIR, JASON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.