← Back to searchVisit website
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
CRD 172205 · SEC 801-106675
1221 S. TAMIAMI TRAIL, SARASOTA, FL, 34239, United States
Phone
941-349-9200
Fax
941-866-7569
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$207.9M
Discretionary AUM
$207.9M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $100.9M |
| Charitable organizations | 5 | $77.2M |
| Corporations/business entities | 7 | $29.8M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD