$28.5M Total AUM
$28.5M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Pioneer pathwaySummit crest
- Established Date
- 02-04-2003
- Office Locations
- 1
Office Locations
-- Tampa FL
About Garrison Asset Management, Inc.
Garrison Asset Management is a fee-only, no-commission RIA based in Tampa serving clients nationwide. Led by CFA charterholder Garrison Urette, the firm focuses on portfolio management with a specialty in fixed income and a straightforward, jargon-free approach. Investment management is the core offering, with financial planning available as an optional engagement. Custody includes Fidelity/NFS.
Team overview
57 AVG AGE
$28.5M AVG AUM / ADVISOR
$375.3K AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Optima alpha Peak peak
Custodian
Bridge Crest harbor Momentum Pathway Glacier optima Catalyst pathway Unison element
Investment Vehicles
Pathway
Platform
Quantum
Services
North Quantum Radial Element Quantum peak
Technology
Insight Quantum
Owner & Executives
GARRISON BLAINE URETTE
Director, President
- CRD
- #4447970
- Ownership
- 75% or more
(800) 840-9528
delta.glacier@wavecapital.com
in linkedin.com/in/foundation-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,525,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,525,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,525,000
Corporate - Investment Grade:
9.7% Municipal Bonds:
7.1% Cash:
19.5% Equity - Exchange:
13.6% Equity - OTC:
17.7% Corporate - Non-Investment Grade:
8.0% U.S. Government/Agency:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $581,778,534 | 9.7% |
| Municipal Bonds | $425,837,896 | 7.1% |
| Cash | $1,169,554,784 | 19.5% |
| Equity - Exchange | $815,689,491 | 13.6% |
| Equity - OTC | $1,061,595,881 | 17.7% |
| Corporate - Non-Investment Grade | $479,817,347 | 8.0% |
| U.S. Government/Agency | $1,463,442,910 | 24.4% |
| Total | $5,997,716,843 | 100.0% |
13F Holdings | Q3 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ATLAS RIDGE | OAK INSIGHT | 73EGW0C18 | YWYCH | 0.99% | $33,605,671 |
| FOCUS HORIZON | FRONTIER PEAK | WZCW9PEEH | WMC | 2.57% | $32,458,555 |
| NORTH FOCUS UNISON | BEACON VERTEX | TTGD7A2MV | HYYBK | 4.96% | $40,339,072 |
| CREST QUANTUM SIGNAL | CATALYST FRONTIER | PI6BRHMN1 | AGCP | 3.19% | $90,805,726 |
| UNISON MATRIX PRIME | SUMMIT FOUNDATION | H9K57CTAR | DESSE | 3.03% | $11,344,541 |
| BRIDGE SUMMIT SIGNAL | UNISON MERIDIAN | VIY2I05BA | HCELR | 7.06% | $117,731,780 |
| CATALYST EAGLE | ALPHA HORIZON | EFM5BB4XW | UAEES | 4.49% | $87,953,299 |
| UNISON SIGNAL | PATHWAY MERIDIAN | P3H3SOTJV | BNC | 11.03% | $20,045,096 |