Guardian Asset Advisors, LLC
Guardian Asset Advisors, LLC is a fee-based registered investment adviser based in Mechanicsburg, Pennsylvania. Founded in 2011, the firm manages investments for individuals (both non-high net worth and high net worth), charitable organizations, and select corporations. Serving a diverse range of clients, Guardian seeks to provide personalized financial planning and portfolio management solutions tailored to individual needs. Their services include financial planning, market timing, portfolio management, as well as selection of other specialized advisors and educational seminars. The firm is registered with the SEC and maintains a transparent fee structure with options for asset-based, hourly, or fixed fees. As of 2025, they employ approximately 8 professionals. Guardian Asset Advisors is authorized to operate in several states, including PA, FL, MD, NC, TX, and VA.
Investment Strategy
Guardian Asset Advisors, LLC employs a client-centric investment strategy, focusing on creating tailored financial plans that address each client's unique financial goals and circumstances. The firm offers holistic portfolio management, balancing active and passive strategies as required, and may utilize market timing approaches for those clients seeking to take advantage of short-term market movements. Their investment portfolios typically include equities such as leading technology and consumer firms, and are managed with both discretionary and non-discretionary approaches according to client preference. The firm prioritizes risk management and regular consultation to ensure the strategies remain aligned with each client's evolving objectives.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.61% | $18.5M | 90,065 | $192.76 | $205.17 | -$1.7M |
A AMZN | AMAZON COM INC | 5.87% | $10.2M | 46,594 | $154.77 | $219.39 | +$1.4M |
N NVDA | NVIDIA CORPORATION | 5.46% | $9.5M | 60,119 | $67.90 | $157.99 | +$3.0M |
S SPLG | SPDR SERIES TRUST | 5.43% | $9.5M | 130,049 | $64.37 | $72.69 | +$1.5M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 5.19% | $9.0M | 39,814 | $202.36 | $227.10 | +$1.7M |