Guardian Capital LLC

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Assets, Funds, Holdings

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Guardian Capital LLC
CRD #156015
SEC #801-131430
CIK #0002083963, 0001224324, 0001838065
AUM $128.1 M (2026-02-11)
Employees 4 (100% Investors, 0% Brokers)
Phone724-934-3050
Address109 Vip Drive
Wexford, PA 15090
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
13010478522602003201120192027
CIK Period
0002083963 0001224324 0001838065
Sector Form 13F Holdings Value ($B)
Royal Bank of Canada 0.3
Canadian Natural Resources Ltd 0.2
Agnico Eagle Mines Ltd 0.2
Toronto Dominion Bank 0.1
Suncor Energy Inc 0.1
Brookfield Asset Management Inc 0.1
CGI Group Inc 0.1
Open Text Corp 0.1
Canadian Pacific Railway Ltd/Cn 0.1
Bank of Montreal /Can/ 0.1
Apple Inc 0.1
Boyd Group Services Inc 0.1
Canadian Imperial Bank of Commerce /Can/ 0.1
Restaurant Brands International Inc 0.1
Broadcom Inc 0.1
Enbridge Inc 0.1
Gildan Activewear Inc 0.1
Microsoft Corp 0.1
Costco Wholesale Corp /NEW 0.1
Shopify Inc 0.1
Williams Companies Inc 0.1
Alphabet Inc 0.1
ASML Holding NV 0.1
Manulife Financial Corp 0.1
Total Sa 0.1
Wheaton Precious Metals Corp 0.0
Canadian National Railway Co 0.0
Teck Resources Ltd 0.0
McDonalds Corp 0.0
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 209 73.0
(b) Individuals (high net worth individuals) 31 55.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 300 128.1
By Discretionary
Discretionary 300 128.1
Non-Discretionary 0 0.0
Total 300 128.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 128.1
Total 300 128.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001224324]
SC 13G [0001224324]
D [0001838065]
13F-HR [0002083963]
Form 13D/13G Filer Form 13D/13G Subject Filed
Guardian Capital LP MarketAxess Holdings Inc [2023-02-15]
Guardian Capital LP Celestica Inc [2020-02-14]
Guardian Capital LP Mitel Networks Corp [2017-02-14]
Comparable Firms State AUM ($B)
Mullins Investment Services LLC
VA 0.1
Octant Quantitative Investment Management LLC
UT 0.1
Bright Advisors LLC
CO 0.1
Networth Financial Services LLC
GA 0.1
Lifespring Wealth Management LLC
0.1
Opus Private Wealth Group LLC
CA 0.1
Breakwater Financial LLC
MA 0.1
Wiser Advisor Group LLC
0.1
Split Creek LLC
0.1
Global Portfolio Solutions Inc
AZ 0.1
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