# The Garrett Group

> The Garrett Group is a state-registered investment advisory firm in Encinitas, CA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 145451
- Filed as: THE GARRETT GROUP
- Legal name: TGG Management Company Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Encinitas, CA
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145451
- AdvisorCensus page: https://advisorcensus.com/firm/the-garrett-group-encinitas-ca-145451

## Quick answers

**How is The Garrett Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Garrett Group reports these compensation arrangements: a percentage of assets under its management.

**Where is The Garrett Group located?**
The Garrett Group's principal office is in Encinitas, CA, according to its Form ADV.

**Is The Garrett Group registered with the SEC or a state?**
The Garrett Group is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 145451.

**How much does The Garrett Group manage?**
The Garrett Group reports $6,011,823 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary).

**What types of clients does The Garrett Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does The Garrett Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145451

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,011,823
- Discretionary: $6,011,823
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,011,823 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Garrett Group (CRD 145451): Form ADV filing data as of October 2026.