# Girard Pension Services, LLC

> 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.

- CRD: 117901
- Filed as: GIRARD PENSION SERVICES, LLC
- Also doing business as: GIRARD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Allentown, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117901
- AdvisorCensus page: https://advisorcensus.com/firm/girard-pension-services-llc-allentown-pa-117901

## Quick answers

**How is Girard Pension Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Girard Pension Services, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Girard Pension Services, LLC charge?**
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.

**Where is Girard Pension Services, LLC located?**
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).

**Is Girard Pension Services, LLC registered with the SEC or a state?**
Girard Pension Services, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 117901.

**How much does Girard Pension Services, LLC manage?**
Girard Pension Services, LLC reports $733,786,162 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Girard Pension Services, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Girard Pension Services, LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (62).

**Which custodians does Girard Pension Services, LLC use?**
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.

**Does Girard Pension Services, LLC 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/117901

**What changed in Girard Pension Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $632,219,670 to $733,786,162 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- 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

> 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%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Matrix Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $733,786,162
- Discretionary: $733,786,162
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | 62 | $733,786,162 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2002 (24 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- King of Prussia, PA
- Souderton, PA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $513,483,095 | 11 | April 15, 2021 |
| October 2022 | $576,819,200 | 11 | August 18, 2022 |
| October 2023 | $471,422,344 | 12 | March 27, 2023 |
| October 2024 | $556,993,640 | 14 | July 17, 2024 |
| October 2025 | $632,219,670 | 16 | March 28, 2025 |
| October 2026 | $733,786,162 | 15 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $632,219,670 to $733,786,162 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Girard Pension Services, LLC (CRD 117901): Form ADV filing data as of October 2026.