RIA Intel›Advisers›Massachusetts›GIRARD CAPITAL MANAGEMENT LLC

GIRARD CAPITAL MANAGEMENT LLC

Advisory

WESTBOROUGH, MA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in MA

#1,545

of 1,590 advisers by AUM

Average account

$203K

across 6 accounts

AUM per adviser

$609K

2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

ALLEN FINANCIAL ADVISORS INC

$1M

PLAIN TALK FINANCIAL PLANNING, LLC

$1M

FLEETSTAR ADVISORS, LLC

$1M

AI ADVISORS, LLC

$1M

ATLAS CAPITAL INVESTMENT LLC

EAST BOSTON, MA

$1M

COURSE PILOT FINANCIAL LLC

$1M

Get the full picture on GIRARD CAPITAL MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GIRARD CAPITAL MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans