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GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
CRD 172205File 801-106675
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$207.9M
Below cohort median (national)
Discretionary AUM
$207.9M
Clients
37
101 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 29, 2015
- Principal office
- 1221 S. TAMIAMI TRAIL, SARASOTA, FL, 34239
- Phone
- 941-349-9200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $207.9M
- Discretionary AUM
- $207.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 101
- Non-discretionary accounts
- 0
- Total accounts
- 101
- AUM per client
- $5.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $29.8M |
| Charitable organizations | 5 | $77.2M |
| High net worth individuals | 25 | $100.9M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $4K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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.