# GARNER FINANCIAL MANAGEMENT, INC.

GARNER FINANCIAL MANAGEMENT, INC. of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131628
- Type: SEC-registered investment adviser
- SEC file number: 801-79008
- Location: 3620 HAPPY VALLEY ROAD, SUITE 203, LAFAYETTE, CA, 94549
- Phone: 925.282.5500
- Latest filing: 2026-02-11
- Regulatory AUM: $152.6M
- Discretionary AUM: $148.2M
- Non-discretionary AUM: $4.4M
- Clients: 2
- Accounts: 299

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Blair Jason Garner | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GARNER ROBERT JAMES | PRESIDENT, CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR; SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | — |
| GARNER BLAIR JASON | INVESTMENT ADVISOR REPRESENTATIVE; PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131628/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131628/similar
- Related entities: https://search.stillhousedata.com/firm/131628/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131628

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.