Garrett James Smith
Investment adviser representative at Garrison Point Capital, LLC
14 yearsExperience
3 statesRegistered in
$315.5MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Bancroft Capital, LLCSep 2026 to now
- Garrison Point Holdings, LPJul 2018 to now
- Garrison Point Capital, LLCOct 2012 to now
- Garrison Point Advisors, LLCDec 2017 to Mar 2020
- Garrison Point Funds, LLCJan 2013 to Dec 2021
- San Francisco Sentry Investment Group, LLCDec 2012 to Nov 2017
- Sf Sentry Securities, Inc.Oct 2012 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, TX).
Garrison Point Capital, LLC
$315.5MAssets managed
16Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5213553
- Firm CRD
- 165590