GUIRY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 122056
- Registered since
- August 2, 2002
- Website
- www.guirycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. TRUST COMPANY/BANK OF AMERICA
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.86%
- Other19.73%
- Charitable Organizations8.9%
- Individuals0.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Guiry Capital Management, LLC is a small, fee-based advisory firm that blends discretionary portfolio management with consultative selection of outside managers. The firm serves both high-net-worth individuals and institutional clients, positioning itself as a capital allocator that mixes public fund sleeves with targeted alternative exposure. Investment activity centers on using pooled public funds for core equity and fixed income exposure while allocating selectively to real estate-focused vehicles to enhance yield and diversification. The firm charges a mix of percentage-of-AUM and fixed fees and provides portfolio management for individuals, small businesses and larger institutions.
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 Funds50%
- Exchange Traded Equities37%
- Cash & Cash Equivalents9%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1MARTIN GUIRY
OwnerCRD 1267653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM BEACH GARDENS, FL
PALM BEACH
Location
PALM BEACH GARDENS, FL
Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 3801 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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