GIRARD ADVISORY SERVICES, LLC

CRD 39163File 801-60354

APPROVED

Retail clients

Filing as of Aug 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.18B

Top 25% of cohort (national)

Discretionary AUM

$2.35B

Non-discretionary $831.7M

Clients

2,466

4,930 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 14, 2001
Principal office: 555 CROTON ROAD, SUITE 210, KING OF PRUSSIA, PA, 19406
Phone: 610-337-7640
Website: HTTP://WWW.MEETGIRARD.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.18B
Discretionary AUM: $2.35B
Non-discretionary AUM: $831.7M
Discretionary accounts: 4,718
Non-discretionary accounts: 212
Total accounts: 4,930
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$12.4M
Charitable organizations	17	$30.8M
High net worth individuals	721	$1.89B
Pension and profit sharing plans	88	$785.9M
Individuals (other than high net worth individuals)	1,629	$462.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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: 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.