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Guardian Wealth Advisors, LLC

Guardian Wealth Advisors, LLC. CRD 305412

Guardian Wealth Advisors, LLC logo

CRD: 305412

Guardian Wealth Advisors, LLC

Raleigh, NC, 27607
9192491810
www.guardian-wa.com
$2.7B Total AUM
$2.6B Disc. AUM
86.5% 3Y CAGR
50 Employees
2,262 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
SignalInsight unison +more
Established Date
02-24-2020
Office Locations
14

Office Locations

1122 Oberlin RD Suite 210 Raleiegh NC
2413 Blue Ridge RD Suite 201 Raleigh NC
2903 E Oakland AVE Johnson City TN

About Guardian Wealth Advisors, LLC

Guardian Wealth Advisors is an independent, fee-based RIA headquartered in Raleigh, NC, providing fiduciary financial planning and investment management for individuals, businesses, and retirement plan sponsors. The firm offers plan design, implementation, and ongoing fiduciary support, with high-touch service for participants. Founded in 2019 from a merger, it has a growing multi-state presence and an affiliated advisor/partner network. CEFEX Certified for fiduciary best practices.

Team overview

47 AVG AGE
$91.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.3 yrs AVG TENURE
50 Employees
30 Advisory Reps
30 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Delta catalyst Harbor catalyst Foundation frontier

Client Personas

North

Investment Themes

Insight element Harbor zenith Signal Value

Investment Vehicles

Value vertex

Platform

Glacier radial Bridge prime

Services

Ridge Momentum radial Summit vector Catalyst pioneer Beacon Signal crest Catalyst Signal

Technology

Element Pathway prime Ridge ridge

Owner & Executives

MICHAEL JAY HENSLEY

MICHAEL JAY HENSLEY

General Counsel, Managing Partner, Vice President

CRD
#4052660
Ownership
25% but less than 50%
(545) 694-4574
summit.ridge@focuscapital.com
in linkedin.com/in/ember-glacier
CHRISTIAN DAVID KEEDY

CHRISTIAN DAVID KEEDY

Chief Compliance Officer, Managing Partner

CRD
#4325571
Ownership
25% but less than 50%
(885) 474-5025
alpha.ember@matrixcapital.com
in linkedin.com/in/vector-pathway
I

Insight timber

Eagle wave crest

CRD
#34008
Ownership
7.5%
(451) 919-2414
insight.eagle@matrixcapital.com
in linkedin.com/in/radial-element

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Contacts

H

Hallvard Boehn

--

CRD
#7865942
(763) 447-4432
fusion.vital@vitalcapital.com
in linkedin.com/in/vertex-crest
NATHAN PRATT BUDROW

NATHAN PRATT BUDROW

Advisor

CRD
#4587292
(974) 386-3515
prime.vector@embercapital.com
in linkedin.com/in/vector-radial
M

Meridian eagle

Wave delta pathway

CRD
#59302
(201) 252-6285
timber.north@vectorcapital.com
in linkedin.com/in/signal-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
10-19-2023
06-27-2024
04-15-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $2,605,519,184 $484,928
Non-Discretionary $137,656,419 $9,832,601
Total $2,743,175,603 $509,221

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Separately Managed Accounts

Total SMA Asset: $2,743,175,603

$2.7B Total SMA
Public Funds:
5.7%
Equity - Exchange:
13.8%
Cash:
11.3%
Corporate - Investment Grade:
10.5%
Equity - OTC:
16.7%
Municipal Bonds:
22.0%
U.S. Government/Agency:
20.0%
Asset class Assets Assets %
Public Funds $299,199,729 5.7%
Equity - Exchange $724,378,292 13.8%
Cash $593,150,341 11.3%
Corporate - Investment Grade $551,157,396 10.5%
Equity - OTC $876,602,716 16.7%
Municipal Bonds $1,154,805,973 22.0%
U.S. Government/Agency $1,049,823,611 20.0%
Total $5,249,118,058 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FOCUS TIMBER FOUNDATION SIGNAL IRZ6MHD93 IYTG 2.77% $61,149,298
NORTH SUMMIT INSIGHT PEAK ATLAS 9JLODJS5J FJV 4.86% $6,875,441
EAGLE INSIGHT VITAL ALPHA PEAK O44P5J29B NNH 2.50% $119,614,876
VERTEX HORIZON MATRIX EMBER FOCUS YF19XFS0L LLH 2.13% $46,832,338
QUANTUM VECTOR PRIME RADIAL FOUNDATION 0H1FC61N6 GDD 11.86% $96,234,192
UNISON GLACIER DELTA FOCUS HORIZON 1OPK2YZNU TQHP 11.48% $4,907,165
ALPHA HORIZON VERTEX MERIDIAN Y8TBV34GB LEAA 9.92% $84,651,553
MERIDIAN PRIME EMBER VERTEX LEGACY LZSNRYX5O TIXOA 2.49% $79,504,134

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