9AT: GARRETT NAGLE & CO., INC.

Adviser Profile

As of Date	03/09/2026
Registration	SEC, Approved, 02/25/1976
Other registrations (1)	Texas, Terminated, 12/14/2001
ADV Location	WOBURN, MA, United States
Contact Info	617 xxxxxxx
Websites

AUM^*	98,358,821 12%
of that, discretionary	98,358,821 12%
Number of Employees	4
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	683,047 16%
% High Net Worth	61.63% 21%
SMA’s	Yes
Private Funds	0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Commissions

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BROOKS, MOORE & ASSOCIATES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM348.9m	#Funds-
Adviser RANSOM ADVISORY	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM317.9m	#Funds-
Adviser HEADINVEST	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM891.8m	#Funds-
Adviser GOODPASTURE GRAY	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM311.0m	#Funds-
Adviser BARNSTONE ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM241.1m	#Funds-
Adviser THE WEALTH COLLABORATIVE, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM791.6m	#Funds-
Adviser ALPHA SOLUTIONS INVESTMENT ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM397.1m	#Funds-
Adviser SLAYTON LEWIS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM334.4m	#Funds-
Adviser J. MARK NICKELL & CO.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM146.4m	#Funds-
Adviser TANDEM CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM279.7m	#Funds-

Brochure Summary

Overview

Garrett Nagle & Co., Inc. is a SEC-registered investment advisor with its sole place of business located at 300 Unicorn Park Drive Woburn, Massachusetts. Garrett Nagle & Co., Inc. began conducting business in 1976. Our website is www.garrettnagle.com and we control the content on all of the site’s pages. Garrett Nagle & Co., Inc. does not utilize any social media currently. Listed below are the firm’s principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company). - Garrett T Nagle Garrett Nagle & Co., Inc. offers the following advisory services to our clients: INDIVIDUAL PORTFOLIO MANAGEMENT Our firm provides continuous asset management of client funds based on the individual needs of the client. Through personal discussions, in which goals and objectives based on the client’s particular circumstances are established, we develop the client’s personal investment policy. We create and manage a portfolio based on that policy. During our data-gathering process,

we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we may also review and discuss a client’s prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client’s stated objectives (i.e., maximum capital appreciation, growth, and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Once the client’s portfolio has been established, we continue to review the portfolio on a regular basis to maintain balance in accordance with client- established guidelines. Because some types of investments involve certain additional degrees of risk, they will only be implemented when consistent with the client’s stated investment objectives, tolerance for risk, liquidity and suitability regarding investment and financial concerns of the client. AMOUNT OF MANAGED ASSETS As of 12/31/23, we were actively managing $88,199,096 of client assets on a discretionary basis.

GARRETT NAGLE & CO., INC.

GARRETT NAGLE & CO., INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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GARRETT NAGLE & CO., INC. GARRETT NAGLE & CO., INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

GARRETT NAGLE & CO., INC.

GARRETT NAGLE & CO., INC.