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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 10-19-1999
- Office Locations
- 11
Office Locations
About Girard Partners Ltd.
Girard Partners Ltd. (Girard, a division of Univest Wealth) is a Pennsylvania-based RIA serving retail and institutional clients with financial and tax planning, estate and insurance planning, and portfolio construction/asset allocation. Portfolios commonly use ETFs and mutual funds across equities and fixed income, with themes including emerging markets and real estate. Uses Black Diamond and custodians such as Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
LISA MARIE BUONO
Chief Operations Officer, Investment Advisor
- CRD
- #2392261
- Ownership
- Less than 5%
TIMOTHY SCOTT CHUBB JR.
Chief Investment Officer
- CRD
- #6136586
- Ownership
- Less than 5%
Vital pioneer
Radial meridian pioneer
- CRD
- #52620
- Ownership
- 45.4%
Showing 2 of 4 owners & executives
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LISA ELIZABETH ASHCROFT
Advisor
- CRD
- #7325846
Jennifer Ashley
--
- CRD
- #7914543
Harbor harbor
Unison catalyst frontier
- CRD
- #59313
Showing 2 of 49 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,349,345,367 | $497,954 |
| Non-Discretionary | $831,741,541 | $3,923,309 |
| Total | $3,181,086,908 | $645,251 |
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Separately Managed Accounts
Total SMA Asset: $3,181,086,908
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $596,822,268 | 18.6% |
| Public Funds | $449,221,062 | 14.0% |
| Cash | $1,039,625,886 | 32.4% |
| Municipal Bonds | $1,123,052,653 | 35.0% |
| Total | $3,208,721,869 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER GLACIER | UNISON ALPHA | FJBJBYC1M | HIH | 8.24% | $18,332,727 |
| SIGNAL CREST | PEAK DELTA | DJ1LD69G5 | KWKQZ | 0.61% | $47,047,402 |
| NORTH WAVE | FUSION MATRIX | R6RMRKDXY | MECJ | 9.93% | $72,574,609 |
| OPTIMA PATHWAY SUMMIT | BEACON SIGNAL | 4LTNOJJLJ | HNHM | 1.77% | $23,190,893 |
| BEACON NORTH | FRONTIER LEGACY | BF0WLODM5 | VALAT | 6.08% | $36,175,054 |
| VITAL ELEMENT BEACON | ALPHA PATHWAY | FQ2EMJQ9A | LJMA | 7.20% | $86,199,780 |
| RIDGE CREST FOUNDATION | PEAK QUANTUM | X915CEM21 | EFH | 11.40% | $45,863,777 |
| FOUNDATION PEAK | OPTIMA PEAK | LXJYP4OZ1 | GWK | 8.15% | $26,255,362 |