Guardsman Private Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 18, 2026, reports $208M in regulatory assets under management, 3 employees, and 101 accounts.
Assets Under Management
$208M
Employees
3
Offices
--
Total Clients
37
Primary office
SARASOTA, FL
1221 S. TAMIAMI TRAIL, SARASOTA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.6% of total clients.
Top client categories% of clientsClients
1
HNWI
67.6%
25
2
Corporations
18.9%
7
3
Charitable
13.5%
5
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of March 18, 2026
Discretionary100.0%
$208M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$208M
Total Accounts101
10Y AUM Change+$90M (+76.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee12:1
10Y Employee Change+2 (+200.0%)
* 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.