G
CRD: 172205
Guardsman Private Capital Management, Inc.
Sarasota, FL, 34239
9413499200
$207.9M Total AUM
$207.9M Disc. AUM
17.1% 3Y CAGR
3 Employees
37 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2015
- Office Locations
- 1
Office Locations
1221 S. Tamiami Trail Sarasota FL
About Guardsman Private Capital Management, Inc.
Guardsman Private Capital Management, Inc. is a Sarasota-based RIA. The firm has been operating for 11 years. Managing $207.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
61 AVG AGE
$104.0M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
8.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Quantum wave Wave Prime vertex
Investment Themes
Vital Unison zenith Element north Peak vital Harbor Foundation signal Insight delta
Investment Vehicles
Delta focus
Services
Prime frontier Crest Signal momentum Eagle
Owner & Executives
JEFFREY R MCCURDY
Chief Compliance Officer, Chief Investment Officer, Founder, President
- CRD
- #5610559
- Ownership
- 75% or more
(407) 567-2074
peak.insight@deltacapital.com
in linkedin.com/in/summit-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
R
RANDALL THOMAS ARNAUD
--
- CRD
- #1133066
(685) 223-3141
summit.fusion@fusioncapital.com
in linkedin.com/in/unison-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,939,453 | $2,058,806 |
| Non-Discretionary | $0 | -- |
| Total | $207,939,453 | $2,058,806 |
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Separately Managed Accounts
Total SMA Asset: $207,939,453
Public Funds:
29.2% U.S. Government/Agency:
23.5% Equity - Exchange:
13.6% Cash:
16.9% Other:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,744,409,595 | 29.2% |
| U.S. Government/Agency | $1,403,891,283 | 23.5% |
| Equity - Exchange | $812,464,743 | 13.6% |
| Cash | $1,009,606,923 | 16.9% |
| Other | $1,003,632,917 | 16.8% |
| Total | $5,974,005,461 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS OPTIMA | MOMENTUM PATHWAY | 8P6R6ZWHK | FPRSJ | 0.67% | $92,314,252 |
| CREST WAVE VECTOR | ZENITH BEACON | 97XF1EJVP | QNBB | 4.50% | $42,639,740 |
| OAK SIGNAL | PRIME VERTEX | LCU8N0ZBM | UOI | 12.04% | $73,386,715 |
| VERTEX BEACON PRIME | LEGACY GLACIER | BIDHQOMTH | EEIE | 6.52% | $44,806,696 |
| PATHWAY CREST | MERIDIAN ATLAS | QVKDYXPFF | SQICU | 5.17% | $86,936,582 |
| DELTA BEACON INSIGHT | PIONEER MATRIX | 2MJEHDWNW | SUPX | 8.74% | $84,702,138 |
| OAK HARBOR PATHWAY | ALPHA EMBER | 8ZZB69T50 | FTKC | 6.11% | $40,319,278 |
| ALPHA FUSION VALUE | PIONEER DELTA | 4OD5GZVK1 | UJEQ | 6.94% | $23,485,845 |