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William Coleman

Garnett Advisors, LLC

Denton, TX

CRD 6852298

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Employer firm

Garnett Advisors, LLC CRD 289930

$266M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • PORTFOLIO MANAGEMENT FOR TRUSTS

From the firm’s Form ADV. Read the guides:

Current Employers
Garnett Advisors, Llc

1121 Dallas Drive Suite 1, Denton, TX 76205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-10-27
  • TX RA
    APPROVED
    Since 2017-10-27

Branch Locations

1121 Dallas Drive Suite 1, Denton, TX 76205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Garnett Advisors, Llc Denton TX 08/2016 Present
Garnett Advisors, Llc Denton TX 09/2017 Present
Wilborn Enterprises, Inc. Denton TX 01/2008 Present
Other Businesses

HUGH BANCROFT JR. TRUST; INVESTMENT-RELATED; PLANO, TX; MULTI-GENERATIONAL FAMILY TRUST; TRUSTEE; OCTOBER 2012; 100 HOURS PER MONTH; 80 HOURS DURING TRADING HOURS. WILBORN ENTERPRISES, INC.; INVESTMENT-RELATED; DENTON, TX; MANAGER; JANUARY 2008; 60 HOURS PER MONTH; 60 HOURS DURING TRADING HOURS. CAPROCK CAPITAL ADVISORS; INVESTMENT-RELATED; PLANO, TX; INVESTMENT COMPANY; CONSULTANT; OCTOBER 2012; 20 HOURS PER MONTH; 20 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-13
  • S65 Uniform Investment Adviser Law Examination
    2017-09-13

View on SEC IAPD

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