Guardsman Private Capital Management, Inc.
● SEC registered since 2015CRD 172205SEC# 801-106675Sarasota, FL
Reg. AUM
$207.9M
Employees
3
Accounts
101
Location
Sarasota, FL
Guardsman Private Capital Management, Inc. assets under management
Guardsman Private Capital Management, Inc. is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2015. It reports $207.9 million in regulatory assets under management and employs 3 people.
Guardsman Private Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey R McCurdy Control | President; Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Guardsman Private Capital Management, Inc. manage?
Guardsman Private Capital Management, Inc. reports $207.9 million in regulatory assets under management on its Form ADV.
How many employees does Guardsman Private Capital Management, Inc. have?
Guardsman Private Capital Management, Inc. reports 3 employees.
Where is Guardsman Private Capital Management, Inc. located?
Guardsman Private Capital Management, Inc. is based in Sarasota, FL and has been SEC-registered since 2015.
Does Guardsman Private Capital Management, Inc. disclose fund performance?
Guardsman Private Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1221 S. Tamiami Trail, Sarasota, FL 34239 |
| Phone | 941-349-9200 |
| Fax | 941-866-7569 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$207.9M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$207.9Mregulatory AUM
Discretionary $207.9M