$2.7B Total AUM
$2.6B Disc. AUM
24.4% 3Y CAGR
18 Employees
512 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 08-10-2009
- Office Locations
- 1
Office Locations
1301 Fifth Avenue Suite 3030 Seattle WA
About Garde Capital, Inc.
Garde Capital is a Seattle-based RIA providing private wealth management, corporate retirement plan solutions, and investment oversight for nonprofits and foundations. The firm emphasizes a high-touch, technology-driven approach, including index-based retirement portfolios and a structured “second opinion” review to reframe and refine a client’s financial plan. Custody supported through major platforms such as Schwab and Fidelity.
Team overview
48 AVG AGE
$331.9M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
10.6 yrs AVG TENURE
18 Employees
8 Advisory Reps
11 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Pathway Vertex alpha
Client Personas
Radial
Custodian
Capital Value unison Capital summit Atlas North optima
Investment Themes
Signal vertex Capital focus
Investment Vehicles
Eagle crest
Platform
Beacon Timber legacy Eagle timber
Services
Eagle Zenith Vital wave Momentum Catalyst Ridge Prime timber Capital crest Meridian
Technology
Element vital
Owner & Executives
JEFFERY LEE LIPPENS
President, TREASURER
- CRD
- #1740409
- Ownership
- 25% but less than 50%
(821) 220-3399
bridge.element@elementcapital.com
in linkedin.com/in/beacon-pioneer
MARSHAL KERRY MCREAL
Principal, VICE PRESIDENT
- CRD
- #1308130
- Ownership
- 25% but less than 50%
(907) 960-5246
beacon.beacon@matrixcapital.com
in linkedin.com/in/summit-unison
B
Beacon eagle
Vertex element
- CRD
- #23260
- Ownership
- 42.9%
(618) 959-4480
horizon.summit@valuecapital.com
in linkedin.com/in/prime-atlas
Showing 2 of 4 owners & executives
Unlock allContacts
CODY BILL BARNEY
Wealth Manager
- CRD
- #5253303
(677) 570-1446
eagle.fusion@radialcapital.com
in linkedin.com/in/vector-ridge
ASHLEY CHRISTINE FANCHER
Wealth Manager
- CRD
- #6422532
(213) 729-1186
atlas.pioneer@atlascapital.com
in linkedin.com/in/glacier-pathway
W
Wave foundation
Atlas signal
- CRD
- #89018
(331) 555-7380
vector.vital@elementcapital.com
in linkedin.com/in/vertex-horizon
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,640,163,774 | $5,534,935 |
| Non-Discretionary | $14,764,258 | $421,836 |
| Total | $2,654,928,032 | $5,185,406 |
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Separately Managed Accounts
Total SMA Asset: $2,654,928,032
Public Funds:
16.1% Equity - Exchange:
16.8% U.S. Government/Agency:
22.6% Cash:
21.1% Municipal Bonds:
14.6% Corporate - Investment Grade:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $201,206,844 | 16.1% |
| Equity - Exchange | $209,954,968 | 16.8% |
| U.S. Government/Agency | $282,439,421 | 22.6% |
| Cash | $263,693,442 | 21.1% |
| Municipal Bonds | $182,460,865 | 14.6% |
| Corporate - Investment Grade | $109,976,413 | 8.8% |
| Total | $1,249,731,953 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS BRIDGE | ZENITH LEGACY | TGK224SNI | MOICM | 5.55% | $45,365,499 |
| MERIDIAN ELEMENT | FRONTIER SUMMIT | ER0CATVA4 | SFGQ | 6.66% | $54,052,119 |
| PRIME VERTEX | INSIGHT CAPITAL | Q8I5JF32K | BVP | 2.11% | $10,111,077 |
| WAVE PEAK ATLAS | ELEMENT ZENITH | W5NCWG70I | UNN | 6.15% | $24,453,136 |
| VERTEX FUSION | RADIAL BEACON | 63C8AW9U6 | TMZJ | 4.01% | $86,548,933 |
| UNISON CATALYST QUANTUM | FUSION TIMBER | YRSVEO55W | OBRE | 1.05% | $73,562,084 |
| SUMMIT PATHWAY TIMBER | PEAK VERTEX | TSAM52PRP | XGDA | 9.10% | $7,981,665 |
| CREST CREST PEAK | ZENITH GLACIER | DX2NRBLC9 | CBDDE | 7.68% | $67,837,063 |