# Girard Capital Management

> Girard Capital Management is a state-registered investment advisory firm in Westborough, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 333846
- Filed as: GIRARD CAPITAL MANAGEMENT
- Legal name: Girard Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westborough, MA
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333846
- AdvisorCensus page: https://advisorcensus.com/firm/girard-capital-management-westborough-ma-333846

## Quick answers

**How is Girard Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Girard Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Girard Capital Management located?**
Girard Capital Management's principal office is in Westborough, MA, according to its Form ADV.

**Is Girard Capital Management registered with the SEC or a state?**
Girard Capital Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333846.

**How much does Girard Capital Management manage?**
Girard Capital Management reports $1,218,068 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**Does Girard Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333846

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,218,068
- Discretionary: $1,218,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,218,068 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- girardcapitalmanagement.com
- LinkedIn @david-girard-710991325

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Girard Capital Management (CRD 333846): Form ADV filing data as of October 2026.