GUARDIAN INVESTMENT MANAGEMENT

Legal name: GUARDIAN INVESTMENT MANAGEMENT, LLC

CRD 104935File 801-11279

APPROVED

Retail clients

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$310.3M

Below cohort median (national)

Discretionary AUM

$263.7M

Non-discretionary $46.6M

Clients

127 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 22, 1976
Principal office: 1120 MAR WEST ST., SUITE D, TIBURON, CA, 94920
Phone: 415-765-6860
Website: HTTP://WWW.GUARDINV.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $310.3M
Discretionary AUM: $263.7M
Non-discretionary AUM: $46.6M
Discretionary accounts: 19
Non-discretionary accounts: 108
Total accounts: 127
AUM per client: $5.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$41.9M
High net worth individuals	43	$245.7M
Pension and profit sharing plans	Fewer than 5	$18.1M
Individuals (other than high net worth individuals)	10	$4.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.