RIA Intel›Advisers›California›GARRISON POINT ADVISORS, LLC

GARRISON POINT ADVISORS, LLC

Advisory

N·WALNUT CREEK, CA

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM

$597M

1-Year AUM Growth

+190.6%

3-Year CAGR

+40.8%

Employees

5

Assets Under Management

Total AUM$597M

Discretionary AUM$581M

Non-Discretionary AUM$16M

Discretionary %97.3%

Total Clients273

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record32

First FilingFeb 13, 2018

Latest FilingApr 27, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GARRISON POINT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.