# Guardian Plus Inc

> Guardian Plus Inc is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 134306
- Filed as: GUARDIAN PLUS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134306
- AdvisorCensus page: https://advisorcensus.com/firm/guardian-plus-inc-134306

## Quick answers

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

**Is Guardian Plus Inc registered with the SEC or a state?**
Guardian Plus Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 134306.

**How much does Guardian Plus Inc manage?**
Guardian Plus Inc reports $10,732,843 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (67% discretionary).

**What types of clients does Guardian Plus Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (5); charitable organizations (1).

**Does Guardian Plus Inc 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/134306

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,732,843
- Discretionary: $7,158,419
- Non-discretionary: $3,574,424

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,084,691 |
| High net worth individuals | 5 | $6,429,887 |
| Charitable organizations | 1 | $218,265 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guardian Plus Inc (CRD 134306): Form ADV filing data as of October 2026.