Garde Capital, Inc.
- Regulatory AUM
- $2.7B
- Discretionary
- $2.6B
- Clients
- 512
- Avg AUM / client
- $5.2M
- Accounts
- 512
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $58.6M | 2.21% |
| High net worth individuals | 342 | $2.2B | 83.0% |
| Pension and profit sharing plans | 23 | $225M | 8.46% |
| Charitable organizations | 21 | $111M | 4.2% |
| Corporations and other businesses | 6 | $56.3M | 2.12% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Northwest Medical Specialties, Pllc 401(k) Ps Plan And Trust Northwest Medical Specialties, Pllc | 2024 | |
| Outdoor Research, Llc 401(k) Retirement Savings Plan Outdoor Research, Llc | 2024 | |
| Commencement Bay Corrugated, Inc. Union 401(k) Plan Commencement Bay Corrugated, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marshal Kerry Mcreal | Vice President | Jul 2009 (17y) | 10% – 25% | |
| Jeffery Lee Lippens | President & Treasurer | Aug 2009 (17y) | 25% – 50% | |
| Richard Scott Severs | Chief Compliance Officer | CFP CFA | Aug 2009 (17y) | 10% – 25% |
| Thomas Reese Owens | Principal | Aug 2009 (17y) | 10% – 25% | |
| Ashley Christine Fancher | Registered representative | Feb 2015 (11y) | ||
| Cody Bill Barney | Registered representative | CFA | Dec 2015 (11y) | |
| Henry Evans Wurst | Registered representative | CFP | Feb 2024 (3y) | |
| Ryan Kelly Kinerk | Registered representative | Jun 2024 (2y) | ||
| Rey Santodomingo | Registered representative | CFP CFA | Dec 2024 (2y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Northwest Medical Specialties, Pllc 401(k) Ps Plan And Trust | Northwest Medical Specialties, Pllc | 240 | $38.1M | 01/01/2024 |
| Outdoor Research, Llc 401(k) Retirement Savings Plan | Outdoor Research, Llc | 286 | $12.8M | 01/01/2024 |
| Commencement Bay Corrugated, Inc. Union 401(k) Plan | Commencement Bay Corrugated, Inc. | 132 | $7.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 908 KB | 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
- • Hourly charges
- • 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
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.3B (87% of AUM) Mar 2026
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 25, 2026.
View current Form ADV (SEC/IAPD) ↗