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Garde Capital, Inc.

● SEC registered since 2009CRD 151043SEC# 801-70472Seattle, WA
Export (members)
Reg. AUM
$2.65B
Employees
18
Accounts
512
Location
Seattle, WA

Garde Capital, Inc. assets under management

Garde Capital, Inc. is a registered investment adviser overseen by the SEC based in Seattle, WA. The firm has been registered since 2009. It reports $2.7 billion in regulatory assets under management and employs 18 people.

Garde Capital, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Jeffery Lee Lippens ControlPresident & Treasurer25-50%2009
Marshal Kerry McReal ControlVice President25-50%2009
Richard Scott Severs ControlChief Compliance Officer10-25%2009
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Frequently asked questions

How much does Garde Capital, Inc. manage?

Garde Capital, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Garde Capital, Inc. have?

Garde Capital, Inc. reports 18 employees.

Where is Garde Capital, Inc. located?

Garde Capital, Inc. is based in Seattle, WA and has been SEC-registered since 2009.

Does Garde Capital, Inc. disclose fund performance?

Garde Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1301 Fifth Avenue, Suite 3030, Seattle, WA 98101
Phone206-552-7900
Fax206-552-7909
Office hours8a.m.-4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.65B▲ 18%
Mar '25 — $2.26BApr '25 — $2.26BMay '25 — $2.26BJun '25 — $2.26BJul '25 — $2.26BAug '25 — $2.26BSep '25 — $2.26BOct '25 — $2.26BNov '25 — $2.26BDec '25 — $2.26BJan '26 — $2.26BFeb '26 — $2.26BMar '26 — $2.65BApr '26 — $2.65BMay '26 — $2.65BJun '26 — $2.65B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers

Assets under management

$2.65Bregulatory AUM
Discretionary $2.64BNon-discretionary $14.8M