{
  "crd_number": 321695,
  "slug": "guardian-capital-partners-wayne-pa-321695",
  "primary_business_name": "GUARDIAN CAPITAL PARTNERS",
  "legal_name": "GUARDIAN CAPITAL PARTNERS INVESTMENT MANAGEMENT, L.P.",
  "dbas": [
    "GUARDIAN CAPITAL PARTNERS"
  ],
  "city": "Wayne",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-09-30",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1189929335.0,
  "raum_discretionary": 1189929335.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1189929335.0,
      "count": 3
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://guardiancp.com",
    "https://linkedin.com/company/1042757"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321695",
  "city_as_filed": "WAYNE",
  "url": "https://advisorcensus.com/firm/guardian-capital-partners-wayne-pa-321695",
  "display_name": "Guardian Capital Partners",
  "summary": "Guardian Capital Partners is an SEC-registered investment advisory firm in Wayne, PA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Guardian Capital Partners (CRD 321695): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Guardian Capital Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Guardian Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "What does Guardian Capital Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Guardian Capital Partners located?",
      "a": "Guardian Capital Partners' principal office is in Wayne, PA, according to its Form ADV."
    },
    {
      "q": "Is Guardian Capital Partners registered with the SEC or a state?",
      "a": "Guardian Capital Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321695."
    },
    {
      "q": "How much does Guardian Capital Partners manage?",
      "a": "Guardian Capital Partners reports $1,189,929,335 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Guardian Capital Partners' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Guardian Capital Partners: Regulatory assets under management: $463,141,312 in the October 2022 data and $1,189,929,335 in the October 2026 data, up 157%. Total employees: 16 in October 2022 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Guardian Capital Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Guardian Capital Partners 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/321695"
    },
    {
      "q": "What changed in Guardian Capital Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $528,557,993 to $1,189,929,335 (+125%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 463141312.0,
      "total_employees": 16,
      "filing_date": "2022-08-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 466451803.0,
      "total_employees": 19,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 464319682.0,
      "total_employees": 16,
      "filing_date": "2024-07-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 528557993.0,
      "total_employees": 17,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1189929335.0,
      "total_employees": 17,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $528,557,993 to $1,189,929,335 (+125%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "In general, each Client pays a fee (a “Management Fee”) of 2.0% per annum."
        ]
      }
    ],
    "quotes": [
      "In general, each Client pays a fee (a “Management Fee”) of 2.0% per annum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/guardian-capital-partners-wayne-pa-321695.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1189929335.0
    }
  ],
  "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/321695",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}