G
CRD: 144958
Guardian Asset Advisors, LLC
$278.3M Total AUM
$271.4M Disc. AUM
-- 3Y CAGR
8 Employees
1,201 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-07-2007
- Office Locations
- 3
Office Locations
5000 Ritter RD STE 202 Mechanicsburg PA
975 Berkshire Blvd STE 104 Wyomissing PA
-- Mechanicsburg PA
About Guardian Asset Advisors, LLC
Guardian Asset Advisors, LLC is a Mechanicsburg-based RIA with 3 offices. The firm has been operating for 18 years. Managing $278.3M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
53 AVG AGE
$34.8M AVG AUM / ADVISOR
$231.7K AVG AUM / CLIENT
11.2 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Vital Pioneer
Client Personas
Foundation
Investment Themes
Quantum Summit Signal vector
Investment Vehicles
Signal Peak
Platform
Delta insight
Services
Catalyst peak Legacy radial Catalyst catalyst Vital beacon Bridge Pioneer eagle Delta Meridian focus
Owner & Executives
DAVID WILLIAM MARRAZZO
Chief Compliance Officer, Managing Member
- CRD
- #1713924
- Ownership
- 75% or more
(624) 407-3459
signal.beacon@crestcapital.com
in linkedin.com/in/ridge-foundation
Showing 1 of 1 owners & executives
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JASON MOORE GIORDANO
Financial Advisor, General Partner
- CRD
- #3091792
(907) 517-5534
oak.summit@timbercapital.com
in linkedin.com/in/vertex-harbor
D
DARREN BRADLEY GUTSHALL
--
- CRD
- #2872682
(426) 863-5039
signal.unison@primecapital.com
in linkedin.com/in/legacy-meridian
L
Legacy beacon
Element ember
- CRD
- #97578
(204) 982-9985
unison.peak@vectorcapital.com
in linkedin.com/in/beacon-beacon
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,408,110 | $211,542 |
| Non-Discretionary | $6,906,128 | $265,620 |
| Total | $278,314,238 | $212,616 |
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Separately Managed Accounts
Total SMA Asset: $278,314,238
Public Funds:
41.0% Equity - Exchange:
32.7% Cash:
26.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $475,529,655 | 41.0% |
| Equity - Exchange | $379,263,895 | 32.7% |
| Cash | $305,034,876 | 26.3% |
| Total | $1,159,828,426 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER WAVE WAVE | VECTOR ATLAS | HSCGOH460 | MNM | 11.28% | $80,832,696 |
| MERIDIAN PRIME | OPTIMA ATLAS | LMGQMSTNN | BUVAK | 1.02% | $39,817,886 |
| ELEMENT VERTEX | BRIDGE BEACON | UB3GD7GAV | OAKEW | 6.18% | $23,204,887 |
| LEGACY NORTH PEAK | WAVE OPTIMA | A0WV4V5M7 | TARJ | 11.22% | $98,959,271 |
| EAGLE UNISON | NORTH TIMBER | YRUMN0HGT | PRPI | 2.55% | $75,888,978 |
| FRONTIER HORIZON | FOUNDATION PEAK | VDYL09RMQ | VSMN | 0.77% | $78,962,245 |
| FUSION PATHWAY VECTOR | UNISON BRIDGE | M1MARVGKB | DGGCG | 5.30% | $67,915,041 |
| FUSION MERIDIAN | ELEMENT VERTEX | OY4G5S5ND | QTKYE | 9.46% | $48,285,291 |