Garde Capital, Inc.

RIASEC RegisteredEst. 2009

Total AUM

$2.7B

Discretionary

$2.6B

99% of AUM

Avg account

$5.2M

Accounts

512

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 151043
Registered since: August 13, 2009
Website: gardecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.01%
Pension & Profit Sharing Plans8.46%
Charitable Organizations4.2%
Individuals2.21%
Corporations / Businesses2.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Garde Capital, Inc. is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm, incorporated as a corporation and SEC-registered since 2009, offers a mix of financial planning and discretionary portfolio management across individual, small business and institutional mandates. Its advisory services include selecting third‑party managers, pension consulting, publication of client‑facing periodicals, and educational seminars and workshops. Fee arrangements include asset‑based fees, hourly billing and fixed fees. Garde Capital was named one of CNBC’s Top 100 Financial Advisory Firms in 2025. The firm is not identified as an active ESG investor and operates as an independent, single‑owner RIA that self-describes as a capital allocator.