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GARDE CAPITAL, INC.
CRD 151043File 801-70472
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.65B
Top 25% of cohort (national)
Discretionary AUM
$2.64B
Non-discretionary $14.8M
Clients
512
512 accounts
Employees
18
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 13, 2009
- Principal office
- 1301 FIFTH AVENUE, SUITE 3030, SEATTLE, WA, 98101
- Phone
- 206-552-7900
- Website
- HTTP://WWW.GARDECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.65B
- Discretionary AUM
- $2.64B
- Non-discretionary AUM
- $14.8M
- Discretionary accounts
- 477
- Non-discretionary accounts
- 35
- Total accounts
- 512
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $56.3M |
| Charitable organizations | 21 | $111.5M |
| High net worth individuals | 342 | $2.20B |
| Pension and profit sharing plans | 23 | $224.7M |
| Individuals (other than high net worth individuals) | 120 | $58.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This 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.