CAPITAL GUARD INVESTMENTS LLC

CAPITAL GUARD INVESTMENTS LLC is an SEC-registered investment adviser (CRD 329362). Regulatory assets under management: $21.4M.

Registration

• CRD: 329362
• Type: Registered investment adviser
• Phone: 818-309-7460
• Latest filing: 2026-03-16
• Regulatory AUM: $21.4M
• Non-discretionary AUM: $21.4M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329362 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search