Garrison Point Advisors, Llc
- Regulatory AUM
- $597M
- Discretionary
- $581M
- Clients
- 290
- Avg AUM / client
- $2.1M
- Accounts
- 761
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 134 | $48.0M | 8.04% |
| High net worth individuals | 133 | $524M | 87.8% |
| Pension and profit sharing plans | 1 | $10.1M | 1.69% |
| Charitable organizations | 19 | $7.6M | 1.27% |
| Corporations and other businesses | 3 | $7.4M | 1.23% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Meissner, Julie, Therese | Managing Member, Chief Compliance Officer & Chief Executive Officer | Dec 2017 (9y) | ≈ 37.5% – 75% via The Julie And James Meissner Living Trust | |
| Stacey Chin Liu | Chief Investment Officer | CFP Chartered Financial Consultant | Apr 2018 (8y) | Less than 5% |
| Meissner, James, Robert | Co Trustee | Sep 2020 (6y) | ≈ 37.5% – 75% via The Julie And James Meissner Living Trust | |
| Andrew Gratke Skinner | Registered representative | Apr 2018 (8y) | ||
| Alexis Whitney Olian | Registered representative | CFP | Feb 2025 (2y) | |
| Diane Susan Bourdo | Registered representative | CFP | Feb 2025 (2y) | |
| Hallie Elizabeth Kraus | Registered representative | CFP | Feb 2025 (2y) | |
| Christopher James Xiao Jun Ruane | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Julie And James Meissner Living Trust | Owner | Sep 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Meissner, Julie, Therese: 50% – 75% of The Julie And James Meissner Living Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Meissner, James, Robert: 50% – 75% of The Julie And James Meissner Living Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 904 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $593M (99% of AUM) Apr 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: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗