Garner Asset Management Corp.
Garner Asset Management Corporation is a boutique investment adviser headquartered in Plano, Texas. Founded in 2011, the firm specializes in portfolio management for individuals, high net worth clients, and charitable organizations, with a focus on discretionary investment advisory. As of March 2025, it manages approximately $404 million in assets with a small team of 2 employees. Garner AM delivers tailored wealth management and investment strategies for U.S. based clients seeking long-term financial growth.
Investment Strategy
Garner Asset Management Corporation primarily manages portfolios for individuals and high net worth investors, emphasizing discretionary investment management. Its portfolio centers on diversified, U.S.-listed equities and ETFs, with top holdings including QQQ, Berkshire Hathaway, Nvidia, Apple, and broad market funds like VTI. The firm's philosophy is oriented toward growth through long-term equity positions, dynamic asset allocation, and nimble sector strategies tailored to client goals. Garner AM also accommodates charitable organizations, aiming for risk-managed returns and capital appreciation.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 6.56% | $14.2M | 25,713 | $371.78 | $551.64 | +$2.1M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.12% | $11.1M | 22,792 | $252.22 | $485.77 | -$1.5M |
N NVDA | NVIDIA CORPORATION | 3.69% | $8.0M | 50,472 | $108.38 | $157.99 | +$2.0M |
A AAPL | APPLE INC | 3.49% | $7.5M | 36,758 | $61.66 | $205.17 | -$1.3M |
V VTI | VANGUARD INDEX FDS | 3.43% | $7.4M | 24,384 | $279.65 | $303.93 | +$1.8M |