Girard Pension Services provides portfolio management for institutions and pension consulting.
Girard Pension Services reports 62 state or municipal government entities. Of its assets, 100.0% ($734M across 121 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $132M.
| Client type | Clients | Assets |
|---|---|---|
| State or municipal government entities | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| State or municipal government entities | 62 | $734M | 100.0% | $11.8M |
| Total | 62 | $734M | 100% | $11.8M |
- Clients
- 62
- Regulatory AUM
- $734M
- AUM share
- 100.0%
- Avg. per client
- $11.8M
Total
- Clients
- 62
- Regulatory AUM
- $734M
- AUM share
- 100%
- Avg. per client
- $11.8M
- 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
- 0
Girard Pension Services is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Univest Bank and Trust Co. owns 75% or more of Girard Pension Services and is in turn owned by Univest Financial Corporation (75% or more). The leadership team of Girard Pension Services includes President David Geibel, Chief Investment Officer Timothy Chubb and Chief Compliance Officer Thomas Hellings. It has 15 employees, 7 of them in advisory roles.
Leadership
- David GeibelPresident
- Thomas HellingsChief Compliance Officer
- Timothy ChubbChief Investment Officer
- William SmithSenior Investment Advisor
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Timothy Scott Chubb JR.
- David Warren Geibel
- Thomas Edwin Hellings
- Andrew David Lein
- Michael Joseph Litz
- Nicholas Francis Plawa
- William Wallace Smith Jr.
Staff
- 15 employees
- 7 in advisory functions
- 8 state-registered reps
- 4 broker-dealer reps
- Owns 75% or more of Girard Pension Services, LLC
Univest Bank and Trust Co.
Control person · since December 2008
- Owns 75% or more of Univest Bank and Trust Co.
Univest Financial Corporation
Control person · since December 2008
Girard Pension Services’ regulatory assets grew from $513M (April 2021) to $734M (March 2026); clients fell from 70 to 62 and employees rose from 11 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $734M | 62 | 15 | 3 |
| March 2025 | $632M | 64 | 16 | 3 |
| July 2024 | $557M | 67 | 14 | 3 |
| March 2023 | $471M | 66 | 12 | 2 |
| March 2022 | $577M | 72 | 11 | 3 |
| April 2021 | $513M | 70 | 11 | 3 |
Besides its headquarters, Girard Pension Services has 2 offices, with 3 listed addresses in Pennsylvania.
Pennsylvania · 3 listed addresses
- 4600 Broadway, AllentownHQ
- 555 Croton Road, King of Prussia
- 14 N. Main St., Souderton
Other business names
Girard Pension Services has reported 1 other business name to the SEC.
- Girard
Contact and registration details
- Legal name
- Girard Pension Services, LLC
- Headquarters
- 4600 Broadway, Allentown, PA 18104
- Website
- Not reported
- Phone
- 610-821-1331
- SEC file
- 801-60904
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Girard Pension Services uses Charles Schwab ($575M, 81%) and MG Trust ($132M, 19%) as custodians for its separately managed accounts. Girard Pension Services has custody of $733M in client assets for 62 clients.
- MG TrustMG Trust Company · Denver, CO · $132M19%
- Charles SchwabCharles Schwab Trust Bank · Austin, TX · $575M81%
At year end, Girard Pension Services’ separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks2%
- Funds94%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Girard Pension Services have?
Girard Pension Services has 62 clients and manages $734 million for them, as of March 2026. They include 62 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Girard Pension Services offer?
Girard Pension Services provides portfolio management for institutions and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Girard Pension Services use?
Girard Pension Services’ separately managed account assets are held at Charles Schwab Trust Bank (Austin, TX), with $575M and MG Trust Company (Denver, CO), with $132M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Girard Pension Services have?
Girard Pension Services has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 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 Pension Services invest in?
At the end of its last fiscal year, Girard Pension Services’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Girard Pension Services?
Girard Pension 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 30 March 2026
How does Girard Pension Services get paid?
Girard Pension Services is paid through a percentage of assets under management. 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 Pension Services?
Girard Pension Services’ main office is at 4600 Broadway, Allentown, PA 18104. Its phone number is 610-821-1331.