SourcingSourcing

GARRETT NAGLE & CO., INC.

A74
CRD 7071·SEC 801-11370·WOBURN, MA
AUM
$98.4M
$25M-$100M
Est. Revenue
$984K
@ 1% on AUM
Est. EBITDA
$295K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GARRETT NAGLE & CO., INC.
CRD
7071
SEC file #
801-11370
EIN
—
DBA names
Garrett Nagle & Co., Inc.

Economics

AUM
$98.4M
AUM band
$25M-$100M
AUM trajectory
'20'26
$100.8M → $98.4M▼ -2%
Client mix
Individuals High Net Worth53
Individuals Other31
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
WOBURN MA
Branches
Count3

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMCommissions

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
garrettnagle.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NAGLE, GARRETT JAMES JR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NAGLE, GARRETT JAMES JR
NAGLE, GARRETT THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.099
Web Signal Quality
ok
Wayback Last Material Change
2026-03-13T14:07:17.000Z
Wayback Snapshot Count
183
Wayback Snapshots Last 12mo
9
Wayback First Snapshot
2007-02-21T22:14:40.000Z
Wayback Last Snapshot
2026-03-13T14:07:17.000Z
Rdap Domain
GARRETTNAGLE.COM
Rdap Domain Creation Date
1999-04-30T11:16:22Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001083299
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
1999-05-14
Edgar Last Filing Date
2004-08-18
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2004-08-18
Accession0001083299-04-000010

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3291
Soi Zip Pct 200k Plus
0.1053
Soi Zip Returns 200k Plus
2,400
Soi Zip Total AGI
2,274,302
Fdic Zip Total Deposits
53,815,173,000
Fdic Zip Branch Count
656
Fdic Zip Top Banks
Northern Bank & Trust Company
Citizens Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
0
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
TWO INTERNATIONAL PLACEBOSTON, MA 02110
Business
TWO INTERNATIONAL PLACEBOSTON, MA 02110
Edgar Recent Filings
13F-HR/A2004-08-18 · 0001083299-04-000010
13F-HR2004-08-18 · 0001083299-04-000008
Fdic Zip Branches Raw
USTrustWoburn, MA
Northern Bank & Trust CompanyWoburn, MA
Fdic Zip HHI
1663.26
Fdic Zip Top Bank Share Pct
37.15
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-04-30T11:16:01Z
Rdap Domain Last Changed
2026-03-01T07:09:30Z
Rdap Nameservers
Glen.ns.cloudflare.comNaomi.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI56,853
Returns4,970
Stub 2
AGI146,678
Returns3,910
Stub 3
AGI228,120
Returns3,680
Soi Zip Total Business Income
82,778
Soi Zip Total Cap Gains
92,529
Soi Zip Total Dividends
47,483
Soi Zip Total Returns
22,790
Top Owner CRD
344576
Trust Company Affiliate
No
Wayback Avg Days Between Changes
80.9
Wayback Distinct Digest Count
87

People (2)

2
NAGLE, GARRETT JAMES JR
IAR · Direct Owner · 87.5%
344576
NAGLE, GARRETT THOMAS
IAR · Executive Officer · 2.5%
2205589