$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
-- Park City UT
About Gaard Capital LLC
Gaard Capital LLC is a Park City-based RIA. The firm has been operating for 1 years. Managing $9.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
J
Jonathan Allen Brogaard PhD
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #7953012
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,319,098 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,319,098 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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