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, SEC-registered registered investment adviser formed in 2015 and organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Guardsman identifies as an active ESG investor and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1JEFFREY 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 32Active vs passive
$115M in ETFs
98%
$112M
1%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $41.2M | 128,515 | 35.79% |
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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