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GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

SARASOTA, FL · CRD 172205 · IAPD ↗ · 941-349-9200

$207.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. reported RAUM up 29% ($161.6M -> $207.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. now reports custody of client assets ($10.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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