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, owner-operated registered investment adviser that has been SEC-registered since 2009. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection. Its business model includes fee arrangements based on a percentage of assets under management, hourly billing and fixed fees, and it produces periodicals and conducts educational seminars. Garde Capital functions as a capital allocator—selecting and allocating to third‑party managers and external funds—rather than relying solely on in‑house proprietary strategies. The adviser is not positioned as an active ESG investor. The firm received recognition from CNBC as one of the Top 100 Financial Advisory Firms in 2025.