PALM BEACH GARDENS, FLCRD 122056Latest ADV March 30, 2026
Guiry Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 30, 2026, reports $204M in regulatory assets under management, 2 employees, and 56 accounts.
Assets Under Management
$204M
Employees
2
Offices
--
Total Clients
33
Primary office
PALM BEACH GARDENS, FL
3801 PGA BLVD., SUITE 600, PALM BEACH GARDENS, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
22
2
Individuals
21.2%
7
3
Charitable
12.1%
4
Categories with <5 clients
SCHOOL ENDOWMENT<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of March 30, 2026
Discretionary19.5%
$40M
19% of total RAUM19.5%
Non-discretionary80.5%
$165M
81% of total RAUM80.5%
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$204M
Total Accounts56
10Y AUM Change$-61M (-22.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* 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.