GARTON AND ASSOCIATES FINANCIAL ADVISORS LLC
Legal name: ADVANTAGE INVESTMENT MANAGEMENT
CRD #146493 SEC #801-125798 LOUISVILLE, KY 502-212-3000
SEC Registered
Total AUM
$184.9M
Discretionary
$141.3M
Employees
8
Clients
10
Accounts
386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $184.9M | $141.3M | $43.5M | 8 | 0 |
| Aug 2024 | $159.8M | $102.1M | $57.7M | 8 | 2 |
| Aug 2024 | $159.8M | $102.1M | $57.7M | 8 | 2 |
| Mar 2024 | $159.8M | $102.1M | $57.7M | 8 | 2 |
| Apr 2023 | $137.3M | $104.5M | $32.8M | 8 | 5 |
| May 2022 | $149.5M | $134M | $15.5M | 8 | 5 |
| Apr 2022 | $149.5M | $134M | $15.5M | 8 | 5 |
| Apr 2022 | $149.5M | $134M | $15.5M | 8 | 5 |
| Apr 2022 | $149.5M | $134M | $15.5M | 8 | 5 |
DateMar 2025
Total AUM$184.9M
Discretionary$141.3M
Non-Disc.$43.5M
Employees8
Clients0
DateAug 2024
Total AUM$159.8M
Discretionary$102.1M
Non-Disc.$57.7M
Employees8
Clients2
DateAug 2024
Total AUM$159.8M
Discretionary$102.1M
Non-Disc.$57.7M
Employees8
Clients2
DateMar 2024
Total AUM$159.8M
Discretionary$102.1M
Non-Disc.$57.7M
Employees8
Clients2
DateApr 2023
Total AUM$137.3M
Discretionary$104.5M
Non-Disc.$32.8M
Employees8
Clients5
DateMay 2022
Total AUM$149.5M
Discretionary$134M
Non-Disc.$15.5M
Employees8
Clients5
DateApr 2022
Total AUM$149.5M
Discretionary$134M
Non-Disc.$15.5M
Employees8
Clients5
DateApr 2022
Total AUM$149.5M
Discretionary$134M
Non-Disc.$15.5M
Employees8
Clients5
DateApr 2022
Total AUM$149.5M
Discretionary$134M
Non-Disc.$15.5M
Employees8
Clients5