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Guardian Capital, LLC

● SEC registered since 2024CRD 156015SEC# 801-131430Wexford, PA
Export (members)
Reg. AUM
$128.1M
Employees
4
Accounts
300
Location
Wexford, PA

Guardian Capital, LLC assets under management

Guardian Capital, LLC is a registered investment adviser overseen by the SEC based in Wexford, PA. The firm has been registered since 2024. It reports $128.1 million in regulatory assets under management and employs 4 people.

Guardian Capital, LLC owners & executives

3 reported
NameTitleOwnershipSince
Benjamin Hayden Pearce ControlChief Compliance OfficerUnder 5%2025
Carole Miller ControlOwner25-50%2010
Greg H Miller ControlManaging Member50-75%2010

Frequently asked questions

How much does Guardian Capital, LLC manage?

Guardian Capital, LLC reports $128.1 million in regulatory assets under management on its Form ADV.

How many employees does Guardian Capital, LLC have?

Guardian Capital, LLC reports 4 employees.

Where is Guardian Capital, LLC located?

Guardian Capital, LLC is based in Wexford, PA and has been SEC-registered since 2024.

Does Guardian Capital, LLC disclose fund performance?

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

Contact & registration

Address109 Vip Drive, Wexford, PA 15090
Phone724-934-3050
Fax724-934-3080
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2083963
Discloses disciplinary historyYes

Regulatory AUM

$128.1M▲ 18%
Feb '25 — $108.5MMar '25 — $108.5MApr '25 — $108.5MMay '25 — $102.6MJun '25 — $102.6MJul '25 — $102.6MAug '25 — $102.6MSep '25 — $102.6MOct '25 — $102.6MNov '25 — $102.6MDec '25 — $102.6MJan '26 — $102.6MFeb '26 — $128.1MMar '26 — $128.1MApr '26 — $128.1MMay '26 — $128.1MJun '26 — $128.1M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$128.1Mregulatory AUM
Discretionary $128.1M