{
  "crd_number": 117901,
  "slug": "girard-pension-services-llc-allentown-pa-117901",
  "primary_business_name": "GIRARD PENSION SERVICES, LLC",
  "legal_name": "GIRARD PENSION SERVICES, LLC",
  "dbas": [
    "GIRARD"
  ],
  "city": "Allentown",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "10900",
  "metro": {
    "cbsa_code": "10900",
    "common_name": "Allentown",
    "msa_name": "Allentown-Bethlehem-Easton, PA-NJ",
    "path": "/advisors/pa/allentown"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-02-01",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 733786162.0,
  "raum_discretionary": 733786162.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "state_municipal": {
      "raum": 733786162.0,
      "count": 62
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117901",
  "city_as_filed": "ALLENTOWN",
  "url": "https://advisorcensus.com/firm/girard-pension-services-llc-allentown-pa-117901",
  "display_name": "Girard Pension Services, LLC",
  "summary": "Girard Pension Services, LLC is an SEC-registered investment advisory firm in Allentown, PA, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Girard Pension Services, LLC (CRD 117901): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Girard Pension Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Girard Pension Services, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Girard Pension Services, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $2,000,000: 0.35% a year; $2,000,000 to $5,000,000: 0.3% a year; $5,000,000 to $10,000,000: 0.25% a year; Above $10,000,000: 0.2% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Girard Pension Services, LLC located?",
      "a": "Girard Pension Services, LLC's principal office is in Allentown, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Girard Pension Services, LLC registered with the SEC or a state?",
      "a": "Girard Pension Services, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 117901."
    },
    {
      "q": "How much does Girard Pension Services, LLC manage?",
      "a": "Girard Pension Services, LLC reports $733,786,162 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Girard Pension Services, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Girard Pension Services, LLC: Regulatory assets under management: $513,483,095 in the October 2021 data and $733,786,162 in the October 2026 data, up 43%. Total employees: 11 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Girard Pension Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (62)."
    },
    {
      "q": "Which custodians does Girard Pension Services, LLC use?",
      "a": "Girard Pension Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Girard Pension Services, LLC report any disciplinary disclosures?",
      "a": "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/117901"
    },
    {
      "q": "What changed in Girard Pension Services, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $632,219,670 to $733,786,162 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 513483095.0,
      "total_employees": 11,
      "filing_date": "2021-04-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 576819200.0,
      "total_employees": 11,
      "filing_date": "2022-08-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 471422344.0,
      "total_employees": 12,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 556993640.0,
      "total_employees": 14,
      "filing_date": "2024-07-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 632219670.0,
      "total_employees": 16,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 733786162.0,
      "total_employees": 15,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $632,219,670 to $733,786,162 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "0.35%"
      },
      {
        "band": "$2,000,000 to $5,000,000",
        "rate": "0.3%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.25%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.2%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,000,000: 0.35% a year",
          "$2,000,000 to $5,000,000: 0.3% a year",
          "$5,000,000 to $10,000,000: 0.25% a year",
          "Above $10,000,000: 0.2% a year"
        ],
        "quotes": [
          "The fee for Advisor’s services is as follows: Managed Investment Accounts Annual Percentage First $2 Million 0.35% Next $3 Million 0.30% Next $5 Million 0.25% Over $10 Million 0.20%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 0.35
        },
        {
          "min": 2000000.0,
          "max": 5000000.0,
          "rate_pct": 0.3
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.25
        },
        {
          "min": 10000000.0,
          "max": null,
          "rate_pct": 0.2
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The fee for Advisor’s services is as follows: Managed Investment Accounts Annual Percentage First $2 Million 0.35% Next $3 Million 0.30% Next $5 Million 0.25% Over $10 Million 0.20%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    },
    {
      "name": "Matrix Trust Company",
      "name_as_filed": "MATRIX TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/girard-pension-services-llc-allentown-pa-117901.md",
  "clients": [
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 733786162.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117901",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}