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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | SOLE PROPRIETOR | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, ROBERT, JAMES | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GARNER, BLAIR, JASON | I | VICE PRESIDENT | C | Control |
| GARNER, BLAIR, JASON | I | VICE PRESIDENT | C | Control |
| GARNER, BLAIR, JASON | I | VICE PRESIDENT | C | Control |
| GARNER, BLAIR, JASON | I | INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| GARNER, BLAIR, JASON | I | VICE PRESIDENT | B | Control |
| GARNER, BLAIR, JASON | I | VICE PRESIDENT | B | Control |
| GARNER, BLAIR, JASON | I | INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
Registrations
Federal
IA
Jun 12, 2025 REGISTERED
Notice Filings (3)
CA TN TX
Address
3620 HAPPY VALLEY ROADSUITE 203
LAFAYETTE, CA 94549
United States
Phone: 925.282.5500