Girard Pension Services, Llc
- Regulatory AUM
- $734M
- Discretionary
- $734M
- Clients
- 62
- Avg AUM / client
- $11.8M
- Accounts
- 121
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 62 | $734M | 100.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Edwin Hellings | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% | |
| Timothy Scott Chubb | Chief Investment Officer | Jan 2019 (8y) | Less than 5% | |
| David Warren Geibel | President | Apr 2020 (6y) | Less than 5% | |
| Andrew David Lein | Registered representative | Jan 2022 (5y) | ||
| Michael Joseph Litz | Registered representative | Dec 2023 (3y) | ||
| William Wallace Smith | Registered representative | CFA | Apr 2024 (2y) | |
| Nicholas Francis Plawa | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Univest Bank And Trust Co. | Parent Company | Dec 2008 | A | 75% or more |
| Univest Financial Corporation | Bank Holding Company | Dec 2008 | 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.2 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
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $575M (78% of AUM) Mar 2026
- Nationwide Trust Company $238M (38% of AUM) Mar 2025
- Mg Trust Company $132M (18% of AUM) Mar 2026
- Matrix Trust Company $99.9M (21% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗