Overview
Assets Under Management: $208 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 25
Average Client Assets: $4.0 million
Frequently Asked Questions
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172205), GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. is headquartered in SARASOTA, FL.
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. serves 25 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. manages $208 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.54%
Average Client Assets: $4.0 million
Total Client Accounts: 101
Discretionary Accounts: 101
Regulatory Filings
CRD Number: 172205
Filing ID: 2074475
Last Filing Date: 2026-03-18 12:10:07