G
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- BridgeOak +more
- Established Date
- 11-23-1999
- Office Locations
- 2
Office Locations
-- Kaysville UT
-- Pleasant Grove UT
About Garrett Capital Investment Management
Garrett Capital Investment Management is a Utah-based RIA serving qualified investors, with an emphasis on fiduciary duty, wealth preservation, and long-term growth. The firm provides active portfolio management and asset allocation/portfolio construction, commonly implemented with ETFs and mutual funds, and also supports insurance needs. Their website highlights a defined set of core fiduciary duties and a communication-forward advisory approach.
Team overview
44 AVG AGE
$2.9M AVG AUM / ADVISOR
$75.3K AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Vector Crest crest
Client Personas
North
Custodian
Summit Glacier Matrix Summit momentum Timber peak
Investment Themes
Matrix Vertex timber
Investment Vehicles
Element
Services
Eagle prime Value Optima optima
Technology
Momentum Atlas Legacy
Owner & Executives
D
DAVID LAWRENCE GARRETT
Manager, President
- CRD
- #1114266
- Ownership
- 75% or more
(314) 918-1294
beacon.foundation@alphacapital.com
in linkedin.com/in/glacier-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
K
Kelly Allman
Associate
- CRD
- #4202151
(961) 966-3202
summit.fusion@alphacapital.com
in linkedin.com/in/peak-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,800,000
Cash:
26.5% Equity - Exchange:
9.1% Public Funds:
30.3% Corporate - Investment Grade:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $335,317,109 | 26.5% |
| Equity - Exchange | $115,146,630 | 9.1% |
| Public Funds | $383,400,317 | 30.3% |
| Corporate - Investment Grade | $431,483,525 | 34.1% |
| Total | $1,265,347,581 | 100.0% |