RIA Intel›Advisers›Arizona›GUARDIAN CAPITAL GROUP LLC

GUARDIAN CAPITAL GROUP LLC

Advisory

AZ

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account
$199K
across 67 accounts
AUM per adviser
$13M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$13M
Discretionary %
100%
Clients
67
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

FIRST FINANCIAL STRATEGIES INC
PHOENIX, AZ
$13M
+29.4% 1Y
SEVENSUEDE INVESTMENT ADVISOR LLC
$13M
EVERGREEN INVESTMENT MANAGEMENT, LLC
$13M
IMAGINE FINANCIAL SERVICES LLC
$13M
ALPHA FINANCIAL NORDIC LLC
FOUNTAIN HILLS, AZ
$13M
PINNACLE INVESTMENT ADVISORS, LLC
SCOTTSDALE, AZ
$14M
-3.5% 1Y

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