GARNER FINANCIAL MANAGEMENT, INC.
Legal name: GARNER FINANCIAL MANAGEMENT
CRD #131628 SEC #801-79008 LAFAYETTE, CA 925.282.5500
SEC Registered
Total AUM
$148.4M
Discretionary
$144.5M
Employees
2
Clients
26
Accounts
311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $148.4M | $144.5M | $3.9M | 2 | 0 |
| Feb 2025 | $148.4M | $144.5M | $3.9M | 2 | 0 |
| Jan 2024 | $136.4M | $132.6M | $3.8M | 2 | 0 |
| Feb 2023 | $117.8M | $113.5M | $4.2M | 2 | 0 |
| Mar 2022 | $124.7M | $122.5M | $2.2M | 2 | 1 |
| Mar 2021 | $135.4M | $127.6M | $7.8M | 2 | 1 |
| Jun 2020 | $128M | $124M | $4M | 2 | 0 |
| Mar 2020 | $128M | $124M | $4M | 2 | 0 |
| Nov 2019 | $119.1M | $119.1M | $0 | 2 | 0 |
| Jan 2019 | $119.1M | $119.1M | $0 | 2 | 0 |
| Jan 2018 | $147.7M | $138.6M | $9.1M | 2 | 0 |
| Jan 2017 | $129.8M | $122.5M | $7.4M | 2 | 200 |
| Feb 2016 | $125M | $115M | $10M | 2 | 200 |
| Aug 2015 | $125M | $115M | $10M | 2 | 200 |
| Jan 2015 | $125M | $115M | $10M | 2 | 200 |
| Sep 2014 | $123M | $114M | $9M | 2 | 180 |
| Jul 2014 | $119.4M | $111M | $8.4M | 2 | 180 |
| Mar 2014 | $119.4M | $111M | $8.4M | 2 | 180 |
| Jan 2014 | $118.4M | $110M | $8.4M | 2 | 180 |
| Dec 2013 | $118.4M | $110M | $8.4M | 2 | 180 |
| Jun 2012 | $70M | $62M | $8M | 1 | 26 |
| May 2012 | $70M | $62M | $8M | 1 | 26 |
| Mar 2012 | $70M | $62M | $8M | 1 | 26 |
| Jul 2011 | $58M | $50M | $8M | 5 | -- |
| Mar 2011 | $58M | $50M | $8M | 5 | -- |
| Apr 2010 | $55.5M | $50M | $5.5M | 5 | -- |
| Mar 2010 | $55.5M | $50M | $5.5M | 5 | -- |
| Feb 2009 | $59M | $53.5M | $5.5M | 5 | -- |
| Mar 2008 | $58M | $52M | $6M | 5 | -- |
| Nov 2007 | $52M | $47M | $5M | 5 | -- |
| Mar 2007 | $52M | $47M | $5M | 5 | -- |
| Mar 2006 | $42M | $38M | $4M | 5 | -- |
| May 2004 | $31M | $27M | $4M | 5 | -- |
DateJun 2025
Total AUM$148.4M
Discretionary$144.5M
Non-Disc.$3.9M
Employees2
Clients0
DateFeb 2025
Total AUM$148.4M
Discretionary$144.5M
Non-Disc.$3.9M
Employees2
Clients0
DateJan 2024
Total AUM$136.4M
Discretionary$132.6M
Non-Disc.$3.8M
Employees2
Clients0
DateFeb 2023
Total AUM$117.8M
Discretionary$113.5M
Non-Disc.$4.2M
Employees2
Clients0
DateMar 2022
Total AUM$124.7M
Discretionary$122.5M
Non-Disc.$2.2M
Employees2
Clients1
DateMar 2021
Total AUM$135.4M
Discretionary$127.6M
Non-Disc.$7.8M
Employees2
Clients1
DateJun 2020
Total AUM$128M
Discretionary$124M
Non-Disc.$4M
Employees2
Clients0
DateMar 2020
Total AUM$128M
Discretionary$124M
Non-Disc.$4M
Employees2
Clients0
DateNov 2019
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$147.7M
Discretionary$138.6M
Non-Disc.$9.1M
Employees2
Clients0
DateJan 2017
Total AUM$129.8M
Discretionary$122.5M
Non-Disc.$7.4M
Employees2
Clients200
DateFeb 2016
Total AUM$125M
Discretionary$115M
Non-Disc.$10M
Employees2
Clients200
DateAug 2015
Total AUM$125M
Discretionary$115M
Non-Disc.$10M
Employees2
Clients200
DateJan 2015
Total AUM$125M
Discretionary$115M
Non-Disc.$10M
Employees2
Clients200
DateSep 2014
Total AUM$123M
Discretionary$114M
Non-Disc.$9M
Employees2
Clients180
DateJul 2014
Total AUM$119.4M
Discretionary$111M
Non-Disc.$8.4M
Employees2
Clients180
DateMar 2014
Total AUM$119.4M
Discretionary$111M
Non-Disc.$8.4M
Employees2
Clients180
DateJan 2014
Total AUM$118.4M
Discretionary$110M
Non-Disc.$8.4M
Employees2
Clients180
DateDec 2013
Total AUM$118.4M
Discretionary$110M
Non-Disc.$8.4M
Employees2
Clients180
DateJun 2012
Total AUM$70M
Discretionary$62M
Non-Disc.$8M
Employees1
Clients26
DateMay 2012
Total AUM$70M
Discretionary$62M
Non-Disc.$8M
Employees1
Clients26
DateMar 2012
Total AUM$70M
Discretionary$62M
Non-Disc.$8M
Employees1
Clients26
DateJul 2011
Total AUM$58M
Discretionary$50M
Non-Disc.$8M
Employees5
Clients--
DateMar 2011
Total AUM$58M
Discretionary$50M
Non-Disc.$8M
Employees5
Clients--
DateApr 2010
Total AUM$55.5M
Discretionary$50M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2010
Total AUM$55.5M
Discretionary$50M
Non-Disc.$5.5M
Employees5
Clients--
DateFeb 2009
Total AUM$59M
Discretionary$53.5M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2008
Total AUM$58M
Discretionary$52M
Non-Disc.$6M
Employees5
Clients--
DateNov 2007
Total AUM$52M
Discretionary$47M
Non-Disc.$5M
Employees5
Clients--
DateMar 2007
Total AUM$52M
Discretionary$47M
Non-Disc.$5M
Employees5
Clients--
DateMar 2006
Total AUM$42M
Discretionary$38M
Non-Disc.$4M
Employees5
Clients--
DateMay 2004
Total AUM$31M
Discretionary$27M
Non-Disc.$4M
Employees5
Clients--