{
  "crd_number": 282370,
  "slug": "garnett-investment-strategies-beatrice-ne-282370",
  "primary_business_name": "GARNETT INVESTMENT STRATEGIES",
  "legal_name": "PRIMARY WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Beatrice",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "13100",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-12-16",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-13",
  "carried_forward": false,
  "raum_total": 157985357.0,
  "raum_discretionary": 157985357.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 3589815.0,
      "count": 49,
      "description": "529 PLANS"
    },
    "charitable": {
      "raum": 4074258.0,
      "count": 4
    },
    "individuals": {
      "raum": 31663429.0,
      "count": 220
    },
    "pension_profit_sharing": {
      "raum": 56983788.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 59793215.0,
      "count": 42
    },
    "corporations_other_businesses": {
      "raum": 1880852.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 5,
  "states_registered": [
    "AZ",
    "FL",
    "IA",
    "KS",
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/garnettinvestments",
    "https://garnettinvestments.com",
    "https://instagram.com/garnettinvestments"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282370",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "BEATRICE",
  "url": "https://advisorcensus.com/firm/garnett-investment-strategies-beatrice-ne-282370",
  "display_name": "Garnett Investment Strategies",
  "summary": "Garnett Investment Strategies is an SEC-registered investment advisory firm in Beatrice, NE, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.",
  "citation": "AdvisorCensus. Garnett Investment Strategies (CRD 282370): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Garnett Investment Strategies compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Garnett Investment Strategies reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Garnett Investment Strategies located?",
      "a": "Garnett Investment Strategies' principal office is in Beatrice, NE, according to its Form ADV."
    },
    {
      "q": "Is Garnett Investment Strategies registered with the SEC or a state?",
      "a": "Garnett Investment Strategies is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 282370."
    },
    {
      "q": "How much does Garnett Investment Strategies manage?",
      "a": "Garnett Investment Strategies reports $157,985,357 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Garnett Investment Strategies' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Garnett Investment Strategies: Regulatory assets under management: $126,610,335 in the October 2025 data and $157,985,357 in the October 2026 data, up 25%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Garnett Investment Strategies serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220); other (49); high net worth individuals (42)."
    },
    {
      "q": "Which custodians does Garnett Investment Strategies use?",
      "a": "Garnett Investment Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Garnett Investment Strategies report any disciplinary disclosures?",
      "a": "Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282370"
    },
    {
      "q": "What changed in Garnett Investment Strategies' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $126,610,335 to $157,985,357 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 126610335.0,
      "total_employees": 5,
      "filing_date": "2025-01-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 157985357.0,
      "total_employees": 5,
      "filing_date": "2026-02-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $126,610,335 to $157,985,357 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/garnett-investment-strategies-beatrice-ne-282370.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 220,
      "fewer_than_5": false,
      "raum": 31663429.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 59793215.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 56983788.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 4074258.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1880852.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 49,
      "fewer_than_5": false,
      "raum": 3589815.0
    }
  ],
  "disclosure_line": "Reports 5 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282370",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}