Girard Advisory Services, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 39163
· SEC file 801-60354
· King Of Prussia, PA
· WWW.MEETGIRARD.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $3.2B
- Discretionary
- $2.3B
- Clients
- 2,466
- Avg AUM / client
- $1.3M
- Accounts
- 4,930
- Employees
- 60
AUM over time
$337M
$3.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,629 | $463M | 14.6% |
| High net worth individuals | 721 | $1.9B | 59.4% |
| Pension and profit sharing plans | 88 | $786M | 24.7% |
| Charitable organizations | 17 | $30.8M | 0.97% |
| Corporations and other businesses | 11 | $12.4M | 0.39% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Living Branches Retirement Plan Living Branches | 2024 | |
| Indian Creek Foundation Retirement Plan Indian Creek Foundation | 2024 | |
| Solar Atmospheres Inc. 401 K Profit Sharing Plan Solar Atmospheres Inc. | 2024 | |
| Kline & Specter, P.C. 401(k) Profit Sharing Plan Kline & Specter, P.C. | 2024 | |
| Principal Ease 401(k) Plan Principal Life Insurance Company | 2024 |
People (49)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lisa Marie Buono | Chief Operations Officer | Apr 2011 (15y) | Less than 5% | |
| David Warren Geibel | President | Apr 2011 (15y) | Less than 5% | |
| Timothy Scott Chubb | Chief Investment Officer | May 2013 (13y) | Less than 5% | |
| Thomas Edwin Hellings | Chief Compliance Officer | Sep 2016 (10y) | Less than 5% | |
| Ryan Andrew Roy | Registered representative | Nov 2011 (15y) | ||
| Cathy Lyn Rahab | Registered representative | Sep 2014 (12y) | ||
| Christopher Martin Briscoe | Registered representative | CFP | Sep 2014 (12y) | |
| Kelly Marie Regan | Registered representative | CFP | Dec 2014 (12y) | |
| L Randall Faulkner | Registered representative | Feb 2015 (11y) | ||
| Curtis Michael Johnston | Registered representative | Mar 2015 (11y) | ||
| James Harlan Harol Jacobson | Registered representative | CFP | Mar 2015 (11y) | |
| Jordan Leigh Sowhangar | Registered representative | CFP | Mar 2015 (11y) | |
| Michael Matthew Stewart | Registered representative | CFP | Mar 2015 (11y) | |
| Roberta Jean Kessler | Registered representative | Mar 2015 (11y) | ||
| Joseph Richard Benner | Registered representative | CFP | Sep 2015 (11y) | |
| Thomas Wesley Remmey | Registered representative | Oct 2015 (11y) | ||
| Matthew Stephen Stratton | Registered representative | Jan 2016 (11y) | ||
| Renee J. Bowen | Registered representative | Apr 2018 (8y) | ||
| Pawel Adam Durka | Registered representative | CFP | Nov 2018 (8y) | |
| Andrew David Lein | Registered representative | Feb 2019 (7y) | ||
| Peter John Conte | Registered representative | Jul 2019 (7y) | ||
| Karen Elizabeth Tejkl | Registered representative | Jul 2019 (7y) | ||
| Joseph Daniel Smith | Registered representative | Jul 2019 (7y) | ||
| Nicholas Francis Plawa | Registered representative | Sep 2019 (7y) | ||
| Jennifer Lynn Strawser | Registered representative | Sep 2019 (7y) | ||
| Bruce Kevin Freeston | Registered representative | CFP | Nov 2019 (7y) | |
| Brian Keith Hungarter | Registered representative | CFP | Dec 2019 (7y) | |
| Karen Elizabeth Latourette | Registered representative | Mar 2020 (6y) | ||
| Christopher Patrick Powers | Registered representative | Oct 2020 (6y) | ||
| Lisa Elizabeth Ashcroft | Registered representative | Jun 2021 (5y) | ||
| Thomas Joseph Flynn | Registered representative | CFP | Jul 2021 (5y) | |
| Blaine Hamilton Mooney | Registered representative | CFP | Jan 2022 (5y) | |
| Todd A Feder | Registered representative | CFP CFA | Mar 2022 (4y) | |
| Timothy David Ellis | Registered representative | Jul 2022 (4y) | ||
| Cristina Marie Barsony | Registered representative | Aug 2022 (4y) | ||
| John Henry Jandrasits | Registered representative | Jan 2023 (4y) | ||
| Dylan Zachary Welsh | Registered representative | Feb 2023 (3y) | ||
| Luisa Fernanda Sorkness | Registered representative | Jun 2023 (3y) | ||
| John Linsenmeyer | Registered representative | Jul 2023 (3y) | ||
| Ryan Christopher Hamilton | Registered representative | Jul 2023 (3y) | ||
| Michael Joseph Litz | Registered representative | Sep 2023 (3y) | ||
| James Nicholas Colao | Registered representative | CFP | Apr 2024 (2y) | |
| Andrew Paul Mcdonough | Registered representative | Apr 2024 (2y) | ||
| Angela Brooke Yang | Registered representative | CFA | May 2024 (2y) | |
| Jennifer Ashley | Registered representative | Jul 2024 (2y) | ||
| Michael T Mc Guire | Registered representative | Jun 2025 (1y) | ||
| Thomas Edwin Miller | Registered representative | CFA | Jan 2026 (1y) | |
| Keegan Michael Billie | Registered representative | Feb 2026 (0y) | ||
| Mark Dante Maggioncalda | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Univest Bank And Trust Co. | Parent Company | Jan 2019 | A | 75% or more |
| Univest Financial Corporation | Parent | Jan 2014 | B | ≈ 56.25% – 100% via Univest Bank And Trust Co. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Univest Financial Corporation: 75% – 100% of Univest Bank And Trust Co. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Living Branches Retirement Plan | Living Branches | 545 | $26.5M | 07/01/2024 |
| Indian Creek Foundation Retirement Plan | Indian Creek Foundation | 212 | $8.5M | 07/01/2024 |
| Solar Atmospheres Inc. 401 K Profit Sharing Plan | Solar Atmospheres Inc. | 365 | $46.5M | 01/01/2024 |
| Kline & Specter, P.C. 401(k) Profit Sharing Plan | Kline & Specter, P.C. | 229 | $32.3M | 01/01/2024 |
| Principal Ease 401(k) Plan | Principal Life Insurance Company | 161,040 | $651M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.0B (64% of AUM) Mar 2026
- Scottrade, Inc. $207M (16% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗