GUIRY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2002
Total AUM
$204M
Discretionary
$39.7M
19% of AUM
Avg account
$3.6M
Accounts
56
Employees
2
Advisory reps
1

Firm details

Headquarters
PALM BEACH GARDENS, Florida
CRD number
122056
Registered since
August 2, 2002
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 37%, Cash & Cash Equivalents 9%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents9%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • MARTIN GUIRY

    OwnerCRD 1267653

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth