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Garnett Investment Strategies

Garnett Investment Strategies. CRD 282370

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CRD: 282370

Garnett Investment Strategies

Beatrice, NE, 68310
4022233433
www.garnettinvestments.com
$158.0M Total AUM
$158.0M Disc. AUM
-- 3Y CAGR
5 Employees
336 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Nationwide
Clients
Retail and Institutional
Platforms
--
Established Date
02-17-2016
Office Locations
1

Office Locations

2630 Eastside Blvd. Beatrice NE

About Garnett Investment Strategies

Garnett Investment Strategies is an independent Nebraska-based RIA providing fiduciary financial planning, portfolio/wealth and risk management, insurance strategies, and 401(k) retirement plan consulting for individuals, business owners, nonprofits, and professional athletes. The team emphasizes client education and retirement plan compliance (including a published guide for plan sponsors) and supports client account access via Charles Schwab and Envestnet.

Team overview

72 AVG AGE
$79.0M AVG AUM / ADVISOR
$470.2K AVG AUM / CLIENT
10.3 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Catalyst horizon Vertex glacier

Client Personas

Pathway North timber

Custodian

Zenith Optima radial Peak zenith

Investment Themes

Crest Pathway capital Eagle ember

Investment Vehicles

Legacy Unison radial

Platform

Pioneer vector

Services

Beacon Ember value Radial Peak signal Ember fusion Oak eagle Wave Pioneer insight

Owner & Executives

TRACI DANIELLE GARNETT-FROSCHEISER

TRACI DANIELLE GARNETT-FROSCHEISER

Advisor, Chief Compliance Officer, President

CRD
#4859203
Ownership
75% or more
(897) 931-2245
eagle.ember@optimacapital.com
in linkedin.com/in/focus-fusion

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Contacts

P

PAUL DEAN GARNETT

Financial Advisor

CRD
#815379
(474) 618-8127
signal.north@horizoncapital.com
in linkedin.com/in/summit-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-21-2024
01-29-2025
02-13-2026
Category Assets AVG. Account size
Discretionary $157,985,357 $191,497
Non-Discretionary $0 --
Total $157,985,357 $191,497

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Separately Managed Accounts

Total SMA Asset: $157,985,357

$158.0M Total SMA
Public Funds:
22.3%
Cash:
22.7%
Corporate - Investment Grade:
6.2%
Municipal Bonds:
23.5%
U.S. Government/Agency:
25.3%
Asset class Assets Assets %
Public Funds $1,121,585,748 22.3%
Cash $1,141,703,878 22.7%
Corporate - Investment Grade $311,831,015 6.2%
Municipal Bonds $1,181,940,138 23.5%
U.S. Government/Agency $1,272,471,725 25.3%
Total $5,029,532,504 100.0%

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