LP Profile

Garner Financial Management

Also known as garner financial

Wealth ManagerLafayette, United StatesFounded 2002
$153M
Assets Under Management
Lafayette
Headquarters
Investment Focus

About Garner Financial Management

A fee-only, independent financial planning and investment management firm serving clients across the U.S.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Garner Financial Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$152.6M
Total Clients
299
Filing Date
February 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Garner Financial Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Garner Financial Management?

Garner Financial Management is a wealth manager based in Lafayette, United States, managing approximately $153M in assets.

Where is Garner Financial Management headquartered?

Garner Financial Management is headquartered in Lafayette, United States.

How much does Garner Financial Management manage?

Garner Financial Management manages approximately $153M in assets under management.

When was Garner Financial Management founded?

Garner Financial Management was founded in 2002.

How can I contact Garner Financial Management?

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