Guarascio Consultants, LLC

Overview

Guarascio Consultants, LLC is a small, independent RIA that serves individual and family clients with a concentrated, equity-focused approach. The firm operates primarily on a non-discretionary basis and acts as a capital allocator and selector of outside managers, which suggests its role often includes sourcing and recommending third-party strategies rather than running large, discretionary sleeves in-house. It combines advisory work with registered representative and insurance brokerage activities, and charges clients through a mix of percentage-of-AUM, hourly, fixed fees and commissions. The firm does not position itself as an active ESG investor. Investment preference is toward equities, with a meaningful tilt to non-exchange traded equity positions. Given the small client base and individualized fee options, the practice appears built around personalized relationships and tailored solutions rather than standardized model portfolios.

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Public Holdings

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Location & Offices