RIA Intel›Advisers›Maryland›GARRITT FINANCIAL SOLUTIONS LLC

GARRITT FINANCIAL SOLUTIONS LLC

Advisory

Data as of Aug 11, 2026 · Source: SEC Form ADV

Average account

$33K

across 477 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM

$16M

Discretionary %

100%

Clients

159

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients159

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, DC, LA, MD, NY, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

159 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

GRF WEALTH MANAGEMENT, LLC

BETHESDA, MD

$16M

-59.2% 1Y

THE NLW CAPITAL GROUP LLC

$15M

YGC WEALTH, LLC

$15M

ALEPH INVESTMENTS, LLC

$16M

BROWN ADVISORY SECURITIES, LLC

BALTIMORE, MD

$15M

CAPITAL PORTFOLIO MANAGEMENT, INC.

TIMONIUM, MD

$17M

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