Guardsman Private Capital Management, Inc.
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 172205
- Registered since
- September 29, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI48.54%
- Charitable Organizations37.11%
- Corporations / Businesses14.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Guardsman Private Capital Management, Inc. is an independent registered investment adviser formed in 2015 and organized as a corporation with individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Compensation is flexible across percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. Guardsman identifies itself as an active ESG investor, and it does not present itself as a capital allocator or as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- US Government Bonds21%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- Other3%
Owners & executives
1 of 1
Jeffrey Mccurdy
Founder & Chief Investment OfficerCRD 5610559
Contacts
1 of 1Randall Arnaud
Investment Adviser RepresentativeCRD 1133066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$130M in ETFs
96%
$125M
1%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $47.4M | 128,055 | 36.56% |
Location
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1221 S Tamiami Trl
- Time zone
- ET (UTC-5)
- Office locations
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