AdvisorCensus / Financial advisors / Washington / Seattle / Garde Capital, Inc.
Garde Capital, Inc. is an SEC-registered investment advisory firm in Seattle, WA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Garde Capital, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Garde Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Garde Capital, Inc. located?
Garde Capital, Inc.'s principal office is in Seattle, WA, according to its Form ADV.
Is Garde Capital, Inc. registered with the SEC or a state?
Garde Capital, Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151043.
How much does Garde Capital, Inc. manage?
Garde Capital, Inc. reports $2,654,928,032 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (99% discretionary).
How have Garde Capital, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Garde Capital, Inc.: Regulatory assets under management: $1,511,119,024 in the October 2021 data and $2,654,928,032 in the October 2026 data, up 76%. Total employees: 12 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Garde Capital, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (342); individuals (other than high net worth individuals) (120); pension and profit sharing plans (but not the plan participants or government pension plans) (23).
Which custodians does Garde Capital, Inc. use?
Garde Capital, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Garde Capital, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151043
What changed in Garde Capital, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 11 to 8. Regulatory assets under management went from $2,257,467,432 to $2,654,928,032 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Minimum annual fee: $15,000
The brochure's wording
All households that are being charged an asset-based fee are subject to a minimum annual advisory fee of $15,000 for the combined accounts in a billing household. This minimum annual fee is intended to compensate Garde Capital for the total cost of financial planning and investment management involved in a client relationship.
The minimum fee may be negotiable at our sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,654,928,032 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 18. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,654,928,032 | 18 | March 25, 2026 |
| October 2025 | $2,257,467,432 | 18 | March 5, 2025 |
| October 2024 | $2,085,701,037 | 16 | March 26, 2024 |
| October 2023 | $1,403,959,786 | 14 | March 29, 2023 |
| October 2022 | $1,515,135,078 | 14 | April 24, 2022 |
| October 2021 | $1,511,119,024 | 12 | August 2, 2021 |
Regulatory assets under management: $1,511,119,024 in the October 2021 data and $2,654,928,032 in the October 2026 data, up 76%.
Total employees: 12 in October 2021 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 11 to 8.
- Regulatory assets under management went from $2,257,467,432 to $2,654,928,032 (+18%).
- January 2026
- No longer registered or notice-filed in AZ, HI, ID, IL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Garde Capital, Inc. (CRD 151043): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/garde-capital-inc-seattle-wa-151043