Guardian Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tiburon, CA. Its latest Form ADV filing, dated March 6, 2026, reports $310M in regulatory assets under management, 0 employees, and 127 accounts.
Assets Under Management
$310M
Employees
—
Offices
--
Total Clients
53
Primary office
TIBURON, CA
1120 MAR WEST ST., SUITE D, TIBURON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.1% of total clients.
Top client categories% of clientsClients
1
HNWI
81.1%
43
2
Individuals
18.9%
10
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 6, 2026
Discretionary85.0%
$264M
85% of total RAUM85.0%
Non-discretionary15.0%
$47M
15% of total RAUM15.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$310M
Total Accounts127
10Y AUM Change+$61M (+24.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees—
Clients per Employee—
10Y Employee Change-4 (-100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.