# Garrett Nagle & Co., Inc.

> Garrett Nagle & Co., Inc. is an SEC-registered investment advisory firm in Woburn, MA, registered since 1976, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 7071
- Filed as: GARRETT NAGLE & CO., INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woburn, MA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/7071
- AdvisorCensus page: https://advisorcensus.com/firm/garrett-nagle-and-co-inc-woburn-ma-7071

## Quick answers

**How is Garrett Nagle & Co., Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Garrett Nagle & Co., Inc. reports these compensation arrangements: a percentage of assets under its management; commissions.

**Where is Garrett Nagle & Co., Inc. located?**
Garrett Nagle & Co., Inc.'s principal office is in Woburn, MA, according to its Form ADV.

**Is Garrett Nagle & Co., Inc. registered with the SEC or a state?**
Garrett Nagle & Co., Inc. is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 7071.

**How much does Garrett Nagle & Co., Inc. manage?**
Garrett Nagle & Co., Inc. reports $98,358,821 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Garrett Nagle & Co., Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Garrett Nagle & Co., Inc.: Regulatory assets under management: $112,831,623 in the October 2021 data and $98,358,821 in the October 2026 data, down 13%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Garrett Nagle & Co., Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (53); individuals (other than high net worth individuals) (31); corporations or other businesses not listed above (2).

**Does Garrett Nagle & Co., Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/7071

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $98,358,821
- Discretionary: $98,358,821
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $6,019,115 |
| High net worth individuals | 53 | $86,212,203 |
| Corporations or other businesses not listed above | 2 | $6,127,503 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1976 (50 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, GA, IN, KY, MA, MD, ME, NH, NV, NY, RI, SC, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- garrettnagle.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,831,623 | 5 | March 29, 2021 |
| October 2022 | $116,041,368 | 6 | July 15, 2022 |
| October 2023 | $83,495,784 | 4 | March 15, 2023 |
| October 2024 | $88,199,096 | 4 | March 18, 2024 |
| October 2025 | $95,839,185 | 4 | March 25, 2025 |
| October 2026 | $98,358,821 | 4 | March 9, 2026 |

Regulatory assets under management: $112,831,623 in the October 2021 data and $98,358,821 in the October 2026 data, down 13%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Garrett Nagle & Co., Inc. (CRD 7071): Form ADV filing data as of October 2026.