Garet Tarvin
Advisor at Alpha Initiative
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alpha Initiative
Location
Palo Cedro, CA 96073
Credentials
Series 65, Series 66
Industry experience
6 years
About
Garet Tarvin is a financial advisor at Alpha Initiative with Series 65 and Series 66 credentials and six years of industry experience. He has previously worked at Kahala Partners LLC and currently holds a role as a Utility Analyst for the City of Redding, where he provides analytical support for a public electric utility. Alpha Initiative is a fee-only registered investment adviser serving individuals, high-net-worth clients, and family trusts. The firm employs an active, fundamental investment approach focused on proprietary, analyst-driven security selection and offers a broad range of strategies including direct holdings, derivatives, and hedging techniques.
Expertise
Based on Alpha Initiative
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
2% annually
Account minimum: $100,000 Fee-only: Fee-only adviser
Location
10687 Swede Creek Road
Palo Cedro, CA 96073
Most active in
Garet T has reported serving >5 clients in these states in the last 12 months.
California
Work history
City of Redding
2022 - Present (4 years)
Alpha Initiative, Inc.
2019 - Present (7 years)
Alpha Initiative, Inc.
2018 - Present (8 years)
Kahala Partners LLC
2014 - 2022 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Richard K
CFP®, Series 65
Redding, CA
Ric Komarek, CFP
Wesley J
Series 65
Redding, CA
WJ Consulting LLC
Glenn R
Series 63, Series 65
Redding, CA
GSR Capital Management, Inc.
Darien C
Series 66
Redding, CA
Parallel Wealth Management
Patrick M
Series 65
Redding, CA
Retirement Lifestyles Advisory Group
John G
Series 65
Redding, CA
Convergence Wealth Partners LLC
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