# Girard Advisory Services

Girard Advisory Services is a Bank / Wealth / Trust based in King of Prussia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** King of Prussia, United States
- **Region:** North America
- **Address:** King of Prussia, PA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** girardadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/meet-girard

## Regulatory record

- **CRD number:** 39163
- **SEC file number:** 801-60354
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/39163

## About

Girard Advisory Services is an SEC-registered investment adviser in King of Prussia, PA, XIV registered since 2001. The firm manages $3.2 billion in assets, $2.3 billion on a discretionary basis. It has 60 employees and 40 investment advisers.

## Questions

### What is the investment decision-making structure at Girard?

An internal investment committee sets asset allocation strategy, selects third-party managers, and constructs model portfolios that advisors tailor to individual client circumstances. The committee operates within a centralized house view, drawing on internal research and external manager due diligence. Portfolio management is discretionary at the advisor level within committee-approved guidelines.

### Does Girard offer direct alternative investments or private market access?

There is no public record of Girard sourcing direct private equity, venture capital, or hedge fund investments. Any alternative exposure in client portfolios is accessed through registered fund vehicles such as interval funds, REITs, or liquid-alt mutual funds. The firm's core competency remains publicly traded securities and traditional fixed-income instruments.

### How are trust and custody services handled for Girard clients?

Trust and custody services are provided through Univest Bank and Trust Co., an affiliated entity under the same holding company. This integrated structure means clients can hold advised assets, trust accounts, and personal banking products—mortgages, credit lines, deposits—within a single institutional relationship, which simplifies administration but reduces the separation that some family offices prefer between advisor and custodian.

### Where does Girard Advisory Services sit within Univest's broader business?

Girard is reported within Univest's Wealth Management segment, which also includes the trust department and insurance agency. Wealth management assets under administration were approximately $4.5 billion as of Univest's 2024 annual filing, though the firm does not break out Girard-specific AUM separately from the broader segment total.

## Related profiles

- [Gineris Wealth Management](https://altss.com/profile/gineris-wealth-management)
- [Girard Pension Services](https://altss.com/profile/girard-pension-services)

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Last updated: 2026-06-03T20:00:00.000Z

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