{"url":"https://nivawealth.com/firms/girard-pension-services-117901","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/117901","regulatoryAum":733786162,"crd":"117901","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6136586","suffix":"JR.","lastName":"CHUBB","firstName":"TIMOTHY","middleName":"SCOTT"},{"crd":"2645082","suffix":null,"lastName":"GEIBEL","firstName":"DAVID","middleName":"WARREN"},{"crd":"2128581","suffix":null,"lastName":"HELLINGS","firstName":"THOMAS","middleName":"EDWIN"},{"crd":"6973493","suffix":null,"lastName":"Lein","firstName":"Andrew","middleName":"David"},{"crd":"4864281","suffix":null,"lastName":"LITZ","firstName":"MICHAEL","middleName":"JOSEPH"},{"crd":"7159297","suffix":null,"lastName":"Plawa","firstName":"Nicholas","middleName":"Francis"},{"crd":"2905401","suffix":"Jr.","lastName":"Smith","firstName":"William","middleName":"Wallace"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-15","regulatoryAum":513483095,"clients":70,"employees":11,"offices":3},{"filedOn":"2022-03-30","regulatoryAum":576819200,"clients":72,"employees":11,"offices":3},{"filedOn":"2023-03-27","regulatoryAum":471422344,"clients":66,"employees":12,"offices":2},{"filedOn":"2024-07-17","regulatoryAum":556993640,"clients":67,"employees":14,"offices":3},{"filedOn":"2025-03-28","regulatoryAum":632219670,"clients":64,"employees":16,"offices":3},{"filedOn":"2026-03-30","regulatoryAum":733786162,"clients":62,"employees":15,"offices":3}],"secFileNumber":"801-60904","legalName":"Girard Pension Services, LLC","displayName":"Girard Pension Services","slug":"girard-pension-services-117901","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4600 Broadway","city":"Allentown","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"18104"},"tradeNames":["Girard"],"registration":{"secApproved":"1 February 2002","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":15,"advisory":7,"brokerDealerReps":4,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":733786162,"discretionary":733786162,"discretionaryAccounts":121,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":132375043,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"State or municipal government entities","clients":62,"regulatoryAum":733786162}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"MG Trust Company","shortName":"MG Trust","location":"Denver, CO","smaAssets":132375000},{"name":"Charles Schwab Trust Bank","shortName":"Charles Schwab","location":"Austin, TX","smaAssets":575184000}],"custodyNote":"Girard Pension Services has custody of $733M in client assets for 62 clients.","otherCustodians":[],"leadership":[{"name":"David Geibel","title":"President","crd":"2645082"},{"name":"Thomas Hellings","title":"Chief Compliance Officer","crd":"2128581"},{"name":"Timothy Chubb","title":"Chief Investment Officer","crd":"6136586"},{"name":"William Smith","title":"Senior Investment Advisor","crd":"2905401"}],"ownership":[{"label":"Univest Bank and Trust Co.","detail":"Parent company in the 75% or more ownership band and a control person, since December 2008."},{"label":"Univest Financial Corporation","detail":"Indirect owner: a bank holding company of Univest Bank and Trust Co. in the 75% or more band and a control person, since December 2008.","parent":"Univest Bank and Trust Co."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":3,"addresses":[{"street":"4600 Broadway","city":"Allentown","headquarters":true},{"street":"555 Croton Road","city":"King of Prussia"},{"street":"14 N. Main St.","city":"Souderton"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-821-1331","stateRegisteredReps":8,"otherAdviserReps":7,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":94},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/117901/PDF/117901.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Girard Pension Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Girard Pension Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Girard Pension Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Girard Pension Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Girard Pension Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Girard Pension Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Girard Pension Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Girard Pension Services?","answer":"Girard Pension Services’ main office is at 4600 Broadway, Allentown, PA 18104. Its phone number is 610-821-1331.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}