Garrett Naylor
Soundhaven Capital Management · New York, New York
Garrett Naylor is a fee-only financial advisor at Soundhaven Capital Management in New York, New York. Soundhaven Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Soundhaven Capital Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $202.1M across 347 accounts |
| SEC registration | Investment adviser representative in CA, CT · CRD 7814070 |
| Exams passed | Series 63 (2023) · Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.soundhavencapital.com |
| Profile |
How Garrett's firm compares
- Soundhaven Capital Management's average account is about $582,000, from its Form ADV (assets managed divided by 347 accounts).
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Questions about Garrett
Is Garrett Naylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Garrett holds no broker registration, and Soundhaven Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Garrett charge for financial advice?
Garrett's firm, Soundhaven Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Garrett Naylor based?
Garrett Naylor is based in New York, New York.
Is Garrett Naylor registered with the SEC?
Yes. Garrett Naylor is registered as an investment adviser representative in CA and CT (CRD 7814070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Soundhaven Capital Management manage?
Soundhaven Capital Management reports $202.1M across 347 accounts in assets under management.
How do I contact Garrett Naylor?
Through Garrett's website, www.soundhavencapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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