Girard Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Girard Advisory Services reports 2,466 clients. They include 1,629 individual clients, 721 high-net-worth individuals, and 88 pension and profit-sharing plans. Of its assets, 73.9% ($2.35B across 4,718 accounts) are managed with discretion; $832M across 212 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 15% |
| High-net-worth individuals | 29% | 59% |
| Pension and profit-sharing plans | 4% | 25% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,629 | $463M | 14.6% | $284K |
| High-net-worth individuals | 721 | $1.89B | 59.4% | $2.62M |
| Pension and profit-sharing plans | 88 | $786M | 24.7% | $8.93M |
| Charitable organizations | 17 | $30.8M | 1.0% | $1.81M |
| Corporations and other businesses | 11 | $12.4M | 0.4% | $1.13M |
| Total | 2,466 | $3.18B | 100% | $1.29M |
- Clients
- 1,629
- Regulatory AUM
- $463M
- AUM share
- 14.6%
- Avg. per client
- $284K
- Clients
- 721
- Regulatory AUM
- $1.89B
- AUM share
- 59.4%
- Avg. per client
- $2.62M
- Clients
- 88
- Regulatory AUM
- $786M
- AUM share
- 24.7%
- Avg. per client
- $8.93M
- Clients
- 17
- Regulatory AUM
- $30.8M
- AUM share
- 1.0%
- Avg. per client
- $1.81M
- Clients
- 11
- Regulatory AUM
- $12.4M
- AUM share
- 0.4%
- Avg. per client
- $1.13M
Total
- Clients
- 2,466
- Regulatory AUM
- $3.18B
- AUM share
- 100%
- Avg. per client
- $1.29M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Girard Advisory Services charges 0.50%–1.00% for its Investment Advisory Fees. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $350,000. The brochure also prices one other service, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting fees start at $5,000 and can be higher, as agreed in a Financial Planning Services Agreement; half is due on acceptance and half on delivery of the plan.
Univest Bank and Trust Co. owns 75% or more of Girard Advisory Services and is in turn owned by Univest Financial Corporation (75% or more). The leadership team of Girard Advisory Services includes President David Geibel, Chief Investment Officer Timothy Chubb and Chief Compliance Officer Thomas Hellings. It has 60 employees, 40 of them in advisory roles.
Leadership
- David GeibelPresident
- Thomas HellingsChief Compliance Officer
- Lisa BuonoChief Operations Officer
- Timothy ChubbChief Investment Officer
Investment adviser representatives
50 representatives listed in the SEC register as of 9 October 2026.
- Lisa Elizabeth Ashcroft
- Cristina Marie Barsony
- Joseph Richard Benner
- Keegan Michael Billie
- Renee J. Bowen
- Christopher Martin Briscoe
- Lisa Marie Buono
- Timothy Scott Chubb JR.
- James Nicholas Colao
- Peter John Conte
- Pawel Adam Durka
- Timothy David Ellis
- L Randall Faulkner
- Todd A Feder
- Thomas Joseph Flynn
- Bruce Kevin Freeston
- David Warren Geibel
- Ryan Christopher Hamilton
- Thomas Edwin Hellings
- Brian Keith Hungarter
- James Harlan Harol Jacobson
- John Henry Jandrasits
- Curtis Michael Johnston
- Roberta Jean Kessler
- Karen Elizabeth Latourette
- Andrew David Lein
- John Linsenmeyer
- Michael Joseph Litz
- Mark Dante Maggioncalda
- Andrew Paul McDonough
- Michael T McGuire
- Thomas Edwin Miller
- Blaine Hamilton Mooney
- Nicholas Francis Plawa
- Christopher Patrick Powers
- Cathy Lyn Rahab
- Kelly Marie Regan
- Thomas Wesley Remmey
- Joseph B Rowan
- Ryan Andrew Roy
- Joseph Daniel Smith
- Luisa Fernanda Sorkness
- Jordan Leigh Sowhangar
- Michael Matthew Stewart
- Matthew Stephen Stratton
- Jennifer Lynn Strawser
- Jaclyn Marie Swavely
- Karen Elizabeth Tejkl
- Dylan Zachary Welsh
- Angela Brooke Yang
Staff
- 60 employees
- 40 in advisory functions
- 50 state-registered reps
- 20 broker-dealer reps
- 15 insurance agents
- 1 soliciting firm
- Owns 75% or more of Girard Advisory Services, LLC
Univest Bank and Trust Co.
Control person · since January 2019
- Owns 75% or more of Univest Bank and Trust Co.
Univest Financial Corporation
Control person · since January 2014
Girard Advisory Services’ regulatory assets grew 1.6× from $1.94B (June 2021) to $3.18B (August 2026); clients rose from 2,010 to 2,466 and employees from 48 to 60.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $3.18B | 2,466 | 60 | 8 |
| March 2025 | $2.65B | 2,362 | 57 | 8 |
| June 2024 | $2.33B | 2,410 | 57 | 9 |
| July 2023 | $2.08B | 2,317 | 50 | 9 |
| March 2022 | $2.42B | 2,243 | 51 | 8 |
| June 2021 | $1.94B | 2,010 | 48 | 9 |
Besides its headquarters, Girard Advisory Services has 7 offices (1 private residence, listed without an address), with 7 listed addresses in Florida, Maryland and Pennsylvania.
Pennsylvania · 5 listed addresses
- 555 Croton Road, Suite 210, King of PrussiaHQ
- 1980 South Easton Road, Doylestown
- 41 W Broad Street, Souderton
- 4601 Carlisle Pike, Mechanicsburg
- 1103 Rocky Drive, Reading
Florida · 1 listed address
- 5237 Summerlin Commons BLVD, Fort Myers
Maryland · 1 listed address
- 10801 Tony DR, Lutherville Timonium
Other business names
Girard Advisory Services has reported 2 other business names to the SEC.
- Girard
- Girard, A Univest Wealth Division
Contact and registration details
- Legal name
- Girard Advisory Services, LLC
- Headquarters
- 555 Croton Road, Suite 210, King of Prussia, PA 19406
- Website
- Not reported
- Phone
- 610-337-7640
- @girard-partners-ltd
- SEC file
- 801-60354
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Girard Advisory Services uses Charles Schwab ($2.05B) as custodian for its separately managed accounts. Girard Advisory Services does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.05B100%
At year end, Girard Advisory Services’ separately managed accounts were largely in stocks (48%) and funds (47%).
What the accounts hold
- Stocks48%
- Funds47%
- Bonds2%
- Cash3%
How many clients does Girard Advisory Services have?
Girard Advisory Services has 2,466 clients and manages $3.18 billion for them, as of August 2026. They include 1,629 individual clients, 721 high-net-worth individuals, and 88 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Girard Advisory Services offer?
Girard Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Girard Advisory Services charge?
Girard Advisory Services charges 0.50%–1.00% for its Investment Advisory Fees. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $350,000.
Source: GIRARD ADVISORY SERVICES, LLC FORM ADV PART 2A BROCHURE, filed 3 August 2026
Which custodians does Girard Advisory Services use?
Girard Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.05B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does Girard Advisory Services have?
Girard Advisory Services has 50 investment adviser representatives registered with state securities authorities, out of 60 employees, and 40 perform investment advisory functions. 20 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Girard Advisory Services invest in?
At the end of its last fiscal year, Girard Advisory Services’ separately managed accounts held 48% exchange-traded equities, 47% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Girard Advisory Services have a minimum investment?
Yes, Girard Advisory Services’ minimum account size for its Investment Advisory Fees is $350K.
Source: GIRARD ADVISORY SERVICES, LLC FORM ADV PART 2A BROCHURE, filed 3 August 2026
Who owns Girard Advisory Services?
Girard Advisory Services is owned through a trust by Univest Financial Corporation. Its direct owner is Univest Bank and Trust Co. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Girard Advisory Services get paid?
Girard Advisory Services is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Girard Advisory Services?
Girard Advisory Services’ main office is at 555 Croton Road, Suite 210, King of Prussia, PA 19406. Its phone number is 610-337-7640.