Guiry Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Guiry Capital Management reports 33 clients. They include 22 high-net-worth individuals, 7 individual clients and 4 charitable organizations. Of its assets, 19.5% ($39.7M across 21 accounts) are managed with discretion; $165M across 35 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | <1% |
| High-net-worth individuals | 67% | 71% |
| Charitable organizations | 12% | 9% |
| Other | Fewer than 5 | 20% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 7 | $1.05M | 0.5% | $150K |
| High-net-worth individuals | 22 | $145M | 70.9% | $6.58M |
| Charitable organizations | 4 | $18.2M | 8.9% | $4.55M |
| Other | Fewer than 5 | $40.3M | 19.7% | — |
| Total | 33 | $204M | 100% | — |
- Clients
- 7
- Regulatory AUM
- $1.05M
- AUM share
- 0.5%
- Avg. per client
- $150K
- Clients
- 22
- Regulatory AUM
- $145M
- AUM share
- 70.9%
- Avg. per client
- $6.58M
- Clients
- 4
- Regulatory AUM
- $18.2M
- AUM share
- 8.9%
- Avg. per client
- $4.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $40.3M
- AUM share
- 19.7%
- Avg. per client
- —
Total
- Clients
- 33
- Regulatory AUM
- $204M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Guiry Capital Management charges 1.00% for its Investment Advisory Fee. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $3,000,000.
Fee details and sources
Martin Guiry owns 75% or more of Guiry Capital Management. The leadership team of Guiry Capital Management includes Chief Compliance Officer Martin Guiry. It has 2 employees.
Leadership
- Martin GuiryManaging Member, Chief Compliance Officer
Staff
- 2 employees
- 2 in advisory functions
- Owns 75% or more of Guiry Capital Management, LLC
Martin Guiry
Control person · since July 2002
Guiry Capital Management’s regulatory assets fell from $252M (March 2021) to $204M (March 2026); clients fell from 38 to 33 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $204M | 33 | 2 | 1 |
| March 2025 | $212M | 34 | 2 | 2 |
| March 2024 | $225M | 32 | 2 | 2 |
| March 2023 | $243M | 35 | 2 | 2 |
| March 2022 | $262M | 42 | 2 | 2 |
| March 2021 | $252M | 38 | 2 | 2 |
Besides its headquarters, Guiry Capital Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 3801 Pga BLVD., Suite 600, Palm Beach GardensHQ
Contact and registration details
- Legal name
- Guiry Capital Management, LLC
- Headquarters
- 3801 Pga BLVD., Suite 600, Palm Beach Gardens, FL 33410
- Website
- Not reported
- Phone
- 561-337-5224
- SEC file
- 801-61356
- Structure
- Delaware LLC
- Fiscal year end
- December
Guiry Capital Management uses Charles Schwab ($106M, 52%) and U.S. Trust Company/Bank of America ($99M, 48%) as custodians for its separately managed accounts. Guiry Capital Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $106M52%
- U.S. Trust Company/Bank of AmericaU.S. Trust Company/Bank of America · Boston, MA · $99M48%
At year end, Guiry Capital Management’s separately managed accounts were mostly in funds (50%) and stocks (37%).
What the accounts hold
- Stocks37%
- Funds50%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash9%
- Other2%
- Derivatives1%
- Gold1%
How many clients does Guiry Capital Management have?
Guiry Capital Management has 33 clients and manages $204 million for them, as of March 2026. They include 22 high-net-worth individuals, 7 individual clients and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Guiry Capital Management offer?
Guiry Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Guiry Capital Management charge?
Guiry Capital Management charges 1.00% for its Investment Advisory Fee. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $3,000,000.
Source: GUIRY CAPITAL MANAGEMENT FORM ADV PART 2A, filed 30 March 2026
Which custodians does Guiry Capital Management use?
Guiry Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $106M and U.S. Trust Company/Bank of America (Boston, MA), with $99M. 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 Guiry Capital Management have?
Guiry Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Guiry Capital Management invest in?
At the end of its last fiscal year, Guiry Capital Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 9% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Gold.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Guiry Capital Management have a minimum investment?
Yes, Guiry Capital Management’s minimum account size for its Investment Advisory Fee is $3M.
Source: GUIRY CAPITAL MANAGEMENT FORM ADV PART 2A, filed 30 March 2026
Who owns Guiry Capital Management?
Guiry Capital Management’s direct owner is Martin Guiry (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Guiry Capital Management get paid?
Guiry Capital Management 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
Is Guiry Capital Management registered with the SEC?
Yes, Guiry Capital Management has been registered with the SEC as an investment adviser since 2 August 2002. Its CRD number is 122056 and its SEC file number is 801-61356.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Guiry Capital Management?
Guiry Capital Management’s main office is at 3801 Pga BLVD., Suite 600, Palm Beach Gardens, FL 33410. Its phone number is 561-337-5224.