G
CRD: 130573
Girton Capital Management, Inc.
Larkspur, CA
4159274484
$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-28-1998
- Office Locations
- 1
Office Locations
-- Larkspur CA
About Girton Capital Management, Inc.
Girton Capital Management, Inc. is a Larkspur-based RIA. The firm has been operating for 28 years. Managing $7.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
66 AVG AGE
$7.9M AVG AUM / ADVISOR
$416.5K AVG AUM / CLIENT
28.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Momentum horizon Vertex meridian Meridian vital
Investment Themes
Value Element eagle
Investment Vehicles
Insight
Services
Catalyst prime
Owner & Executives
JOHN JOSEPH GIRTON
President
- CRD
- #720093
- Ownership
- 75% or more
(944) 755-5211
zenith.vital@primecapital.com
in linkedin.com/in/pioneer-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,914,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,914,100 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,914,100
Equity - Exchange:
21.0% Cash:
10.2% Equity - OTC:
12.6% U.S. Government/Agency:
9.9% Corporate - Investment Grade:
22.5% Municipal Bonds:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $333,811,776 | 21.0% |
| Cash | $162,137,148 | 10.2% |
| Equity - OTC | $200,287,066 | 12.6% |
| U.S. Government/Agency | $157,368,409 | 9.9% |
| Corporate - Investment Grade | $357,655,474 | 22.5% |
| Municipal Bonds | $378,320,013 | 23.8% |
| Total | $1,589,579,886 | 100.0% |