GARNER FINANCIAL MANAGEMENT, INC.
SEC file number 801-79008
· LAFAYETTE, CA
https://getgarner.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$136.4M
Discretionary AUM
$132.6M
Employees
2
Clients
—
Firm
- Address
- 3620 HAPPY VALLEY ROAD
LAFAYETTE, CA 94549 - Phone
- —
- Website
- https://getgarner.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- 403 Garner Rd Syndication, LLC Low name-match confidence · CIK 2085967 · TX
- Dulis Garners Ferry, LLC Low name-match confidence · CIK 2054659 · SC
- Garner Bagnal Sidecar OI LP Low name-match confidence · CIK 2075129 · MD
- VDSC Holdings Garner LLC Low name-match confidence · CIK 2132679 · NC
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VDSC Holdings Garner LLC · D · Apr 29, 2026$6.3M
-
403 Garner Rd Syndication, LLC · D · Nov 17, 2025$1.6M
-
Garner Bagnal Sidecar OI LP · D · Jun 30, 2025$3.8M
-
Dulis Garners Ferry, LLC · D · Feb 4, 2025$3.9M