Garrett Investment Advisory Services

Garrett Investment Advisory Services, LLC is registered as an investment advisor with the SEC under the Investment Advisers Act of 1940. This registration subjects the firm to regulatory oversight and fiduciary duties, meaning it must act in its clients' best interests when providing investment advice.

The firm does not publicly disclose its principals or investment team members. This lack of transparency is common among smaller RIAs and multi-family offices that serve private clients and do not market their services broadly.

As a multi-family office, Garrett likely leverages a network of third-party asset managers and custodians, such as Fidelity or Schwab, to execute investment strategies. The firm's fiduciary duty requires it to select investments that serve clients' objectives, but specific asset manager partnerships are not disclosed.

Available public records do not specify Garrett's investment structure. As an RIA, it could provide both direct investments (e.g., separate accounts) and fund-of-funds strategies, but the firm's preferences remain confidential.

Garrett does not publicly disclose a minimum asset requirement. As a multi-family office, it likely serves families with substantial wealth, but without stated thresholds, no specific number can be confirmed.