$12.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2009
- Office Locations
- 1
Office Locations
-- Richland Hills TX
About Grand Arbor Advisors
Grand Arbor Advisors is a Richland Hills, TX RIA led by advisor David Wayne Barnett, serving entrepreneurs with financial planning plus tax, estate, and business-succession guidance. Portfolios use annuities, mutual funds, and ETFs, with a notable tilt to corporate fixed income and liquidity. Custody is held at Charles Schwab and Fidelity/NFS.
Team overview
57 AVG AGE
$12.5M AVG AUM / ADVISOR
$311.4K AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Client Personas
Value momentum
Investment Themes
Momentum value
Investment Vehicles
Legacy
Services
Legacy Momentum vital Momentum zenith Harbor value Focus Quantum quantum
Owner & Executives
DAVID WAYNE BARNETT
Investment Advisor Representative
- CRD
- #5476449
- Ownership
- 75% or more
(939) 443-2034
momentum.eagle@foundationcapital.com
in linkedin.com/in/capital-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,457,402 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,457,402 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,457,402
Corporate - Non-Investment Grade:
27.9% Corporate - Investment Grade:
8.3% Cash:
5.5% Equity - Exchange:
25.1% Public Funds:
10.1% Other:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $1,416,182,884 | 27.9% |
| Corporate - Investment Grade | $421,301,718 | 8.3% |
| Cash | $279,175,837 | 5.5% |
| Equity - Exchange | $1,274,057,003 | 25.1% |
| Public Funds | $512,668,356 | 10.1% |
| Other | $1,172,538,516 | 23.1% |
| Total | $5,075,924,314 | 100.0% |