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Garrett Investment Advisory Services
Garrett Investment Advisory Services, LLC is a registered investment advisor that functions as a multi-family office.
Garrett Investment Advisory Services
Garrett Investment Advisory Services, LLC is a registered investment advisor that functions as a multi-family office. The firm's founding date and key principals are not publicly disclosed, limiting visibility into its leadership and ownership structure. As an RIA, it registers with the SEC and adheres to a fiduciary standard, which requires it to act in clients' best interests. Its strategy encompasses traditional wealth management services, including investment management, financial planning, and estate planning. The firm does not publicly list specific portfolio companies or deals, reflecting a private client-focused approach that typically avoids media visibility. Geographic footprint is unclear, though as a US-registered RIA, it likely serves domestic clients. Without transparency on AUM or team size, the firm's scale remains unknown. No additional offices or affiliated vehicles, such as philanthropic foundations, have been publicly identified. Operational events over the past 24 months are not available. The firm's key structural differentiator is its RIA registration, which imposes regulatory oversight and fiduciary duties. Its multi-family office model suggests it serves multiple unrelated families, diverging from single-family offices that manage one fortune. However, the absence of public information makes further differentiation speculative.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What is Garrett Investment Advisory Services' regulatory status?
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.
Who are the key investment professionals at Garrett?
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.
How does Garrett scale its investment expertise?
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.
Does Garrett offer direct investment or fund-of-funds services?
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.
What is Garrett's client minimum?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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