CRD: 282370
Garnett Investment Strategies
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-17-2016
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 29, 2025 and February 13, 2026, reported AUM increased 24.8%, from $126.6M to $158.0M.
Across 3 reported observations, AUM increased 28.5% between November 21, 2024 and February 13, 2026, from $122.9M to $158.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 336 clients, or 168 clients per representative. That equates to $470.2K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Garnett Investment Strategies's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Garnett Investment Strategies record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TRACI DANIELLE GARNETT-FROSCHEISER
Investment Adviser Representative, Chief Compliance Officer
- CRD
- #4859203
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
PAUL DEAN GARNETT
Financial Advisor
- CRD
- #815379
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,985,357 | $191,497 |
| Non-Discretionary | $0 | -- |
| Total | $157,985,357 | $191,497 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Garnett Investment Strategies has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.