Garrett Wealth Advisory Group, Llc
- Regulatory AUM
- $970M
- Discretionary
- $970M
- Clients
- 798
- Avg AUM / client
- $1.2M
- Accounts
- 2,039
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 488 | $164M | 17.0% |
| High net worth individuals | 286 | $544M | 56.1% |
| Pension and profit sharing plans | 2 | $6.5M | 0.67% |
| Charitable organizations | 4 | $312K | 0.03% |
| Corporations and other businesses | 18 | $254M | 26.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jerry's Gm, Llc 401(k) Plan Jerry's Gm, Llc | 2024 |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Wayne Garrett | Ceo | CFP | Sep 2014 (12y) | 50% – 75% |
| Brandon Wayne Garrett | President | CFP | Jan 2015 (12y) | 25% – 50% |
| Simpson, Stefan, Wayne | Chief Compliance Officer; Director Of Business Operations | Jan 2018 (9y) | Less than 5% | |
| Keith Wayne Trent | Registered representative | CFP Chartered Financial Consultant | Mar 2018 (8y) | |
| Hayden Guy Hill | Registered representative | CFP | Apr 2019 (7y) | |
| James Christopher Sargent | Registered representative | CFP | Dec 2019 (7y) | |
| Madison Jordon Wallace | Registered representative | CFP | Dec 2019 (7y) | |
| Calynn Alis Mullins | Registered representative | Dec 2021 (5y) | ||
| Michael Joseph Cochran | Registered representative | CFP | Jan 2022 (5y) | |
| Alan Joshua Bunn | Registered representative | CFP | Jan 2024 (3y) | |
| Tanner C Castle | Registered representative | CFP | Feb 2024 (2y) | |
| Marley Leeann Wood | Registered representative | CFP | Feb 2024 (2y) | |
| Jason Lee Mcgarraugh | Registered representative | CFP | Apr 2024 (2y) | |
| Kimberly Grace Cushman | Registered representative | Apr 2024 (2y) | ||
| Laura Katherine Werner | Registered representative | CFP | Sep 2024 (2y) | |
| Adam Keith Strahan | Registered representative | Sep 2025 (1y) | ||
| Samuel Charles Webb | Registered representative | Sep 2025 (1y) | ||
| Nathaniel Joseph Harness | Registered representative | CFP | Sep 2025 (1y) | |
| Terin Kay Rundus | Registered representative | Dec 2025 (1y) | ||
| Christopher Michael Browning | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jerry's Gm, Llc 401(k) Plan | Jerry's Gm, Llc | 248 | $16.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $54.2M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗