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CRD: 122056
Guiry Capital Management, LLC
$204.3M Total AUM
$39.7M Disc. AUM
-5.7% 3Y CAGR
2 Employees
33 ADV. Clients
24 yrs Firm Age
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2002
- Office Locations
- 1
Office Locations
3801 PGA Blvd. Suite 600 Palm Beach Gardens FL
About Guiry Capital Management, LLC
Guiry Capital Management, LLC is a Palm Beach Gardens-based RIA. The firm has been operating for 24 years. Managing $204.3M in total assets under management, with 2 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
-- AVG AGE
$102.1M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
24.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
M
MARTIN DAVID GUIRY
Chief Compliance Officer, Managing Member, Owner
- CRD
- --
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,745,000 | $1,892,619 |
| Non-Discretionary | $164,505,000 | $4,700,143 |
| Total | $204,250,000 | $3,647,321 |
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Separately Managed Accounts
Total SMA Asset: Available
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Available | Asset class | Assets | Assets % |
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| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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