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GARDE CAPITAL, INC.

SEATTLE, WA · CRD 151043 · IAPD ↗ · gardecapital.com · 206-552-7900

$2.65BRegulatory AUM
8Advisory reps
18Employees
0Clients
More than 500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — GARDE CAPITAL, INC. shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2026 — GARDE CAPITAL, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
March 2025 — GARDE CAPITAL, INC. grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — GARDE CAPITAL, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
April 2024 — GARDE CAPITAL, INC. reported RAUM up 49% ($1.40B -> $2.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.