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GUIRY CAPITAL MANAGEMENT, LLC

CRD 122056File 801-61356
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$204.3M
Below cohort median (national)
Discretionary AUM
$39.7M
Non-discretionary $164.5M
Clients
33
56 accounts
Employees
2
Below cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Aug 2, 2002
Principal office
3801 PGA BLVD., SUITE 600, PALM BEACH GARDENS, FL, 33410
Phone
561-337-5224

Assets & accounts

ADV Item 5F
Total regulatory AUM
$204.3M
Discretionary AUM
$39.7M
Non-discretionary AUM
$164.5M
Discretionary accounts
21
Non-discretionary accounts
35
Total accounts
56
AUM per client
$6.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations4$18.2M
High net worth individuals22$144.7M
Individuals (other than high net worth individuals)7$1.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • 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

DateFieldFromToChange
Apr 1, 2026Clients3433decreased by1
Apr 1, 2026AUM$211,528,000$204,250,000decreased by$7,278,000
Apr 1, 2026Accounts6156decreased by5
May 1, 2025
vs Oct 1, 2022
Clients4234decreased by8
May 1, 2025
vs Oct 1, 2022
AUM$262,349,000$211,528,000decreased by$50,821,000
May 1, 2025
vs Oct 1, 2022
Accounts7061decreased by9
Apr 1, 2022Clients3842increased by4
Apr 1, 2022AUM$252,254,000$262,349,000increased by$10,095,000
Apr 1, 2022Accounts8070decreased by10
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GUIRY CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GUIRY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.