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GARRETT WEALTH ADVISORY GROUP, LLC, CRD 173563
WEATHERFORD, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DAVID WAYNE GARRETT | Certified Financial Planner | WEATHERFORD, TX | 11 | 32 | 1 | no |
| BRANDON WAYNE GARRETT | Certified Financial Planner | WEATHERFORD, TX | 11 | 16 | 1 | no |
| KEITH WAYNE TRENT | Certified Financial Planner|Chartered Financial Consultant | Lubbock, TX | WEATHERFORD, TX | 8 | 26 | 1 | no |
| HAYDEN GUY HILL | Certified Financial Planner | WEATHERFORD, TX | 7 | 13 | n/a | no |
| James Christopher Sargent | Certified Financial Planner | WEATHERFORD, TX | 6 | 22 | 2 | no |
| MADISON JORDON WALLACE | Certified Financial Planner | WEATHERFORD, TX | Fort Worth, TX | 6 | 12 | n/a | no |
| Calynn Alis Mullins | n/a | WEATHERFORD, TX | 4 | 12 | 1 | no |
| MICHAEL JOSEPH COCHRAN | Certified Financial Planner | Fort Worth, TX | WEATHERFORD, TX | 4 | 12 | 4 | no |
| Alan Joshua Bunn | Certified Financial Planner | Lubbock, TX | WEATHERFORD, TX | 2 | 10 | 1 | no |
| Tanner C Castle | Certified Financial Planner | WEATHERFORD, TX | Lubbock, TX | 2 | 19 | 1 | no |
| MARLEY LEEANN WOOD | Certified Financial Planner | WEATHERFORD, TX | 2 | 10 | n/a | no |
| JASON LEE MCGARRAUGH | Certified Financial Planner | Katy, TX | WEATHERFORD, TX | 2 | 22 | 3 | no |
| KIMBERLY GRACE CUSHMAN | n/a | WEATHERFORD, TX | Katy, TX | 2 | 18 | 1 | no |
| Laura Katherine Werner | Certified Financial Planner | WEATHERFORD, TX | Fort Worth, TX | 2 | 12 | n/a | no |
| Samuel Charles Webb | n/a | KATY, TX | HOUSTON, TX | WEATHERFORD, TX | 1 | 17 | 3 | no |
| Adam Keith Strahan | n/a | HOUSTON, TX | KATY, TX | WEATHERFORD, TX | 1 | 11 | 1 | no |
| NATHANIEL JOSEPH HARNESS | Certified Financial Planner | WEATHERFORD, TX | COLLEGE STATION, TX | HOUSTON, TX | KATY, TX | 1 | 25 | 1 | no |
| Terin Kay Rundus | n/a | WEATHERFORD, TX | 0 | 11 | n/a | no |
| CHRISTOPHER MICHAEL BROWNING | Certified Financial Planner | WEATHERFORD, TX | Lubbock, TX | 0 | 13 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CUSHMAN, KIMBERLY, GRACE | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2026 | Sep 2, 2026 | Sep 2, 2026 |
| GARRETT, BRANDON, WAYNE | Ceo | C | yes | 01/2018 | Sep 2, 2026 | Sep 2, 2026 |
| GARRETT, DAVID, WAYNE | Chairman | C | yes | 09/2014 | Sep 2, 2026 | Sep 2, 2026 |
| MCGARRAUGH, JASON, LEE | DIRECTOR OF HUMAN DEVELOPMENT | Na | yes | 01/2025 | Sep 2, 2026 | Sep 2, 2026 |
| SIMPSON, STEFAN, WAYNE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF BUSINESS OPERATIONS | Na | yes | 01/2018 | Jan 16, 2018 | Nov 5, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| FORT WORTH | TX | United States | 3 | yes |
| Lubbock | TX | United States | 3 | yes |
| Katy | TX | United States | 2 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $970M | $970M | 20 | 19 | 3 | n/a | n/a |
| 2024 | Apr 23, 2025 | $804M | $804M | 16 | 14 | 3 | n/a | n/a |
| 2023 | Mar 22, 2024 | $473M | $473M | 12 | 11 | 2 | n/a | n/a |
| 2022 | Mar 24, 2023 | $392M | $392M | 10 | 8 | 2 | n/a | n/a |
| 2021 | Mar 14, 2022 | $448M | $448M | 11 | 8 | 2 | n/a | n/a |
| 2020 | Mar 19, 2021 | $356M | $356M | 8 | 7 | 2 | n/a | n/a |
| 2019 | Mar 20, 2020 | $321M | $321M | 8 | 7 | 2 | n/a | n/a |
| 2018 | Mar 13, 2019 | $279M | $275M | 10 | 4 | 2 | n/a | n/a |
| 2017 | Mar 6, 2018 | $237M | $237M | 10 | 4 | 1 | n/a | n/a |
| 2016 | Mar 9, 2017 | $204M | $185M | 13 | 4 | n/a | n/a | n/a |
| 2015 | Feb 17, 2016 | $174M | $158M | 10 | 5 | n/a | n/a | n/a |
| 2014 | Mar 4, 2015 | $0 | $0 | 7 | 6 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 8 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $970M | $804M | 20.7% | $392M | 35.2% | 20 | 16 | 3 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FREEDOM DAY SOLUTIONS, LLC | 2 | Sep 22, 2025 | Sep 2, 2025 | HOUSTON, TX | Team lift out | RIA to RIA | 33.3% |
| LPL FINANCIAL LLC | 3 | Jan 25, 2016 | Jan 2, 2015 | FT WORTH, TX | Team lift out | Other | 0.0% |