G
CRD: 330612
Guardian Investment Management, LLC
St. Louis, MO, 63127
3147974347
$14.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
5 Employees
125 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2024
- Office Locations
- 1
Office Locations
3636 S. Geyer Road, Suite 100 St. Louis MO
About Guardian Investment Management, LLC
Guardian Investment Management, LLC is a St. Louis-based RIA. The firm has been operating for 2 years. Managing $14.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$116.0K AVG AUM / CLIENT
2.2 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Summit momentum Vertex
Client Personas
Prime vital
Investment Themes
Ember Delta glacier Capital
Investment Vehicles
Ember
Services
Eagle radial Eagle timber Atlas Oak optima Glacier
Owner & Executives
ANTHONY MICHAEL MAHEU
Chief Compliance Officer, Managing Member
- CRD
- #6443605
- Ownership
- 75% or more
(285) 309-3423
peak.peak@wavecapital.com
in linkedin.com/in/focus-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,500,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $14,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,500,000
Public Funds:
41.1% Equity - Exchange:
27.3% Cash:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $688,583,254 | 41.1% |
| Equity - Exchange | $457,380,118 | 27.3% |
| Cash | $529,421,674 | 31.6% |
| Total | $1,675,385,046 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST FOUNDATION | GLACIER VALUE | C5RK3I8CY | MAQM | 8.87% | $25,036,497 |
| SUMMIT PEAK MERIDIAN | OPTIMA RIDGE | FUUCUT05D | MVOJV | 6.24% | $20,799,196 |
| PATHWAY FOUNDATION | CATALYST EAGLE | F6V6V9HI6 | SWQW | 1.45% | $84,340,188 |
| UNISON QUANTUM | EMBER VECTOR | YZTDIUA3I | XJRT | 6.21% | $105,823,005 |
| PATHWAY CATALYST | EMBER VITAL | IJE0S64BQ | HLK | 2.06% | $36,400,696 |
| PRIME SIGNAL MATRIX | OPTIMA ATLAS | TIORM8SDK | DFXMQ | 12.51% | $62,414,575 |
| HORIZON ELEMENT BEACON | CREST SIGNAL | 6XNPUL5EJ | RRP | 10.52% | $51,071,865 |
| HARBOR NORTH | LEGACY NORTH | 7FQLM6OUA | NEVE | 1.36% | $95,897,703 |