GIRARD CAPITAL MANAGEMENT

Overview

Girard Capital Management is a small, privately owned investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm’s stated investment preference is equities, with active use of exchange-traded securities as the primary vehicle for client portfolios. Fee arrangements include percentage-of-AUM billing alongside fixed fees, suggesting they serve a mix of ongoing advisory relationships and project-based planning engagements. While not an active ESG investor and not positioned as a multi-state or pension consultant, Girard Capital Management lists allocations to a range of alternative strategies beyond listed equities. Those alternatives include venture capital, private placements, real estate and digital currency, indicating the firm sources or approves third‑party alternative managers and may place suitable clients into private-market and digital asset exposures. Mutual funds are also used as part of the investable toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices