$21.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2023
- Office Locations
- 1
Office Locations
5470 Luis Dr. Agoura Hills CA
About Capital Guard Investments LLC
Capital Guard Investments is a boutique advisory in Agoura Hills, CA led by CFP professional Thomas J. Imhof. The firm provides financial planning and investment management, building goal-based plans and diversified portfolios with an emphasis on transparency, asset allocation, and risk management, using vehicles such as ETFs and mutual funds. Custodies through Charles Schwab.
Team overview
53 AVG AGE
$21.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Frontier Insight matrix
Investment Themes
Horizon pathway Bridge pathway Radial vertex
Investment Vehicles
Catalyst momentum
Services
Momentum North summit Eagle crest Catalyst meridian Legacy north Pioneer Zenith Fusion delta
Owner & Executives
THOMAS JAMES IMHOF
Chief Compliance Officer, Managing Member
- CRD
- #2649263
- Ownership
- 75% or more
(686) 424-9083
ridge.optima@focuscapital.com
in linkedin.com/in/frontier-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,387,530 | -- |
| Total | $21,387,530 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,387,530
Public Funds:
18.9% Equity - Exchange:
20.5% Cash:
22.8% U.S. Government/Agency:
18.3% Equity - OTC:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $181,849,085 | 18.9% |
| Equity - Exchange | $197,243,716 | 20.5% |
| Cash | $219,373,499 | 22.8% |
| U.S. Government/Agency | $176,076,098 | 18.3% |
| Equity - OTC | $187,622,072 | 19.5% |
| Total | $962,164,470 | 100.0% |