G
CRD: 115350
Garner Asset Management Corporation
Plano, TX
9134818625
$414.0M Total AUM
$414.0M Disc. AUM
8.0% 3Y CAGR
2 Employees
112 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-14-1998
- Office Locations
- 2
Office Locations
5700 Granite Parkway Suite 200 Plano TX
-- Plano TX
About Garner Asset Management Corporation
Garner Asset Management Corporation is a Plano-based RIA with 2 offices. The firm has been operating for 28 years. Managing $414.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
53 AVG AGE
$414.0M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
15.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Investment Themes
Radial
Investment Vehicles
Delta meridian
Services
Alpha Vital frontier
Owner & Executives
R
ROBERT SIBLEY GARNER
President
- CRD
- #4467833
- Ownership
- 75% or more
(378) 614-5941
summit.quantum@capitalcapital.com
in linkedin.com/in/ember-beacon
W
WILL S CLARK
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
(356) 751-7158
pioneer.vector@harborcapital.com
in linkedin.com/in/crest-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $413,964,643 | $953,836 |
| Non-Discretionary | $0 | -- |
| Total | $413,964,643 | $953,836 |
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Separately Managed Accounts
Total SMA Asset: $413,964,643
Equity - Exchange:
22.5% Public Funds:
18.3% U.S. Government/Agency:
14.8% Corporate - Investment Grade:
6.2% Municipal Bonds:
20.3% Cash:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $253,986,597 | 22.5% |
| Public Funds | $206,575,766 | 18.3% |
| U.S. Government/Agency | $167,066,739 | 14.8% |
| Corporate - Investment Grade | $69,987,418 | 6.2% |
| Municipal Bonds | $229,152,352 | 20.3% |
| Cash | $202,060,448 | 17.9% |
| Total | $1,128,829,320 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL FOUNDATION HARBOR | SIGNAL MATRIX | PZTNLWY2N | PYVV | 11.23% | $75,472,016 |
| BEACON PEAK | GLACIER PRIME | 1K2T9J7QY | NGL | 1.36% | $102,635,772 |
| HARBOR MATRIX | ZENITH INSIGHT | Z174O3HJM | BGA | 8.46% | $10,175,349 |
| MERIDIAN MATRIX UNISON | SUMMIT FOCUS | 323IKAEAC | BUKY | 3.55% | $6,575,532 |
| FRONTIER ATLAS | EMBER MOMENTUM | QPRJU0R4S | ADBSU | 11.97% | $97,696,953 |
| TIMBER DELTA PATHWAY | UNISON PRIME | US83JKJ4M | KUVP | 12.21% | $99,228,686 |
| ALPHA MOMENTUM HARBOR | ZENITH CAPITAL | PFU8SL7Y9 | MKHBB | 1.46% | $45,399,829 |
| OPTIMA MERIDIAN FOUNDATION | HARBOR FOCUS | TQKG5DVAV | TSBFI | 10.82% | $34,211,547 |