Guardian Wealth Advisors, Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.6B
- Clients
- 2,262
- Avg AUM / client
- $1.2M
- Accounts
- 5,387
- Employees
- 50
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,649 | $436M | 15.9% |
| High net worth individuals | 474 | $1.5B | 55.9% |
| Pension and profit sharing plans | 104 | $754M | 27.5% |
| Corporations and other businesses | 35 | $20.0M | 0.73% |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christian David Keedy | Managing Partner; Cco | CFP | Mar 2019 (7y) | 25% – 50% |
| Michael Jay Hensley | Managing Partner | CFP | Mar 2019 (7y) | 25% – 50% |
| Gregory Thompson Rhinehardt | Partner | Jan 2020 (7y) | Less than 5% | |
| Ervin Randolph Millwood | Partner | CFP | May 2022 (4y) | 5% – 10% |
| Russell Brenton Smith | Partner | CFP | May 2022 (4y) | 10% – 25% |
| David Todd Misenheimer | Managing Partner | CFP | Jun 2022 (4y) | 25% – 50% |
| Pratt, Marissa, Leigh | Partner; Coo | Jan 2023 (4y) | Less than 5% | |
| Freedland, Madeleine, Carlson | Partner | Oct 2023 (3y) | Less than 5% | |
| Jeffrey David Link | Registered representative | May 2020 (6y) | ||
| Milton Dario Castellanos | Registered representative | Dec 2020 (6y) | ||
| Barbara Esther Deitel | Registered representative | CFP | Jul 2021 (5y) | |
| Matthew Benjamin Deitel | Registered representative | Jul 2021 (5y) | ||
| Stephanie Haynes Campbell | Registered representative | Jul 2021 (5y) | ||
| Nathan Pratt Budrow | Registered representative | CFA | Jul 2021 (5y) | |
| Martin Parsons Hardy | Registered representative | Oct 2021 (5y) | ||
| Carter Lindsay Ellis | Registered representative | CFP | Jan 2022 (5y) | |
| David Patrick Clark | Registered representative | CFP | Feb 2022 (4y) | |
| Russell William Ingram | Registered representative | Apr 2022 (4y) | ||
| Russell William Ingram | Registered representative | Chartered Financial Consultant | Apr 2022 (4y) | |
| Brandon Duke Fentress | Registered representative | May 2022 (4y) | ||
| Brian Gregory Senske | Registered representative | Dec 2022 (4y) | ||
| Darina Xuan Hoang Nghiem | Registered representative | Aug 2023 (3y) | ||
| Robert George Falconer | Registered representative | Oct 2023 (3y) | ||
| Samuel David Sexton | Registered representative | CFP | Jan 2024 (3y) | |
| Kenna Lauren Mc Murray | Registered representative | Oct 2024 (2y) | ||
| Isaac Wayne Mc Coy | Registered representative | Jan 2025 (2y) | ||
| Douglas Steven Riggert | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Nathan Robert Legrand | Registered representative | CFP | Jan 2025 (2y) | |
| Micah Nathaniel Wheat | Registered representative | CFP | Jan 2025 (2y) | |
| Elliot Washburn Syverson | Registered representative | CFP | Jan 2025 (2y) | |
| Matthew Piper James | Registered representative | Feb 2025 (2y) | ||
| Douglas Carl Goodmundson | Registered representative | Jan 2026 (1y) | ||
| Jacqueline Haynes Hall | Registered representative | Apr 2026 (0y) | ||
| Hallvard Boehn | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 10% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.1 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.1B (77% of AUM) Mar 2026
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 26, 2026.
View current Form ADV (SEC/IAPD) ↗