GARDE CAPITAL, INC.
SEC RegisteredGuiding Your Journey to Prosperity and Peace of Mind.
About the firm
Garde Capital offers private wealth management, corporate retirement plans, and nonprofit/foundation management services. The firm emphasizes a high-touch, listening-focused approach with technology-driven, index-based solutions designed to integrate into clients' lives and help them achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management, corporate retirement plans (high-touch, technology-driven, index-based solutions), and nonprofit/foundation management.
Who they serve
Individuals seeking private wealth management, corporations offering retirement plans to employees, and philanthropic/nonprofit organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 120 | $59M |
| High Net Worth Individuals | 342 | $2.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 23 | $225M |
| State/Municipal Entities | 21 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $1,000,000 | 0.95% |
| $1,000,001 to $2,000,000 | 0.90% |
| $2,000,001 to $5,000,000 | 0.90% |
| $5,000,001 to $10,000,000 | 0.80% |
| $10,000,001 to $25,000,000 | 0.60% |
| $25,000,001 to $50,000,000 | 0.50% |
| $50,000,001 and up | 0.40% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GARDE CAPITAL, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.