G
CRD: 151128
Garth & Brown Investment Management, LLC
Chattanooga, TN, 37402
4232673776
$15.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · RBC · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-18-2009
- Office Locations
- 1
Office Locations
819 Broad Street Chattanooga TN
About Garth & Brown Investment Management, LLC
Garth & Brown Investment Management, LLC is a Chattanooga-based RIA. The firm has been operating for 16 years. Managing $15.3M in total assets under management, with 2 advisory representatives. They custody assets with Ascensus and RBC. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
10.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Alpha Value Glacier oak
Client Personas
Optima optima
Investment Themes
Foundation
Investment Vehicles
Alpha
Platform
Harbor
Services
Pioneer ember Wave vector
Owner & Executives
CAMPBELL HUXLEY BROWN
Chief Compliance Officer
- CRD
- #845340
- Ownership
- Less than 5%
(920) 326-9826
matrix.unison@oakcapital.com
in linkedin.com/in/focus-element
Emily Garth Brown
Portfolio Manager
- CRD
- --
- Ownership
- Less than 5%
(561) 709-2915
zenith.vital@meridiancapital.com
in linkedin.com/in/bridge-focus
Showing 2 of 2 owners & executives
Unlock allContacts
S
STEPHEN REX JOHNSON
--
- CRD
- #2277971
(635) 356-9954
prime.pioneer@horizoncapital.com
in linkedin.com/in/horizon-wave
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,308,180 | -- |
| Non-Discretionary | $14,001,963 | -- |
| Total | $15,310,143 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,310,143
Public Funds:
13.5% Cash:
36.4% Equity - Exchange:
50.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,010,906,066 | 13.5% |
| Cash | $2,725,702,282 | 36.4% |
| Equity - Exchange | $3,751,584,734 | 50.1% |
| Total | $7,488,193,082 | 100.0% |