G
CRD: 333846
Girard Capital Management
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2025
- Office Locations
- 2
Office Locations
11 REV Thomas Hooker RD Westborough MA
1900 Park West Drive Suite 280 Westborough MA
About Girard Capital Management
Girard Capital Management is a fiduciary RIA serving individuals and families with integrated financial planning and custom, tax-efficient portfolio management. The firm emphasizes evidence-driven diversification, risk management, and behavior-aware coaching, with disciplined portfolios designed to adapt as client goals and markets change. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$609.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
David Michael Girard
Chief Compliance Officer, Managing Member
- CRD
- #8017378
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jacob Girard
--
- CRD
- #8180661
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,218,068 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,218,068 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing