Guardian Wealth Advisors, LLC / NC
Guardian Wealth Advisors, LLC is an independently owned, fee-based Registered Investment Adviser (RIA) headquartered in Raleigh, NC, founded in 2019. The firm resulted from the merger of two advisory firms and is led by Christian Keedy and partners. Guardian Wealth Advisors serves individuals, high-net-worth individuals, retirement plans, charitable organizations, trusts, and corporations. With fewer than 25 employees, they offer fiduciary-driven financial planning and investment management, emphasizing disciplined, personalized strategies and maintaining high standards of transparency and integrity as a CEFEX Certified firm. Their client base extends across North Carolina and nationally, with satellite offices in states like Tennessee, Nebraska, and Minnesota.
Investment Strategy
Guardian Wealth Advisors uses a client-first, fiduciary-driven approach, providing comprehensive financial planning and disciplined investment management tailored to individual and institutional client needs. Their strategies emphasize customization, transparency, and risk management, leveraging both discretionary and non-discretionary portfolio management. They may collaborate with third-party investment advisers or utilize model portfolios, always focusing on adapting investment plans to each client’s goals, financial profile, and risk tolerance. Their approach includes integrated wealth management, tax and estate planning, and rigorous oversight, aiming for long-term results.
Top Holdings
Equity Positions (540)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | ETF SER SOLUTIONS | 12.44% | $176.7M | 4,267,048 | $33.95 | $41.40 | +$22.5M |
D DRSK | ETF SER SOLUTIONS | 7.99% | $113.5M | 3,948,757 | $27.24 | $28.74 | +$12.0M |
S SCHX | SCHWAB STRATEGIC TR | 4.28% | $60.8M | 2,489,469 | $17.38 | $24.44 | +$8.2M |
J JUCY | ETF SER SOLUTIONS | 3.78% | $53.7M | 2,417,496 | $23.35 | $22.23 | -$3.7M |
V VOO | VANGUARD INDEX FDS | 3.78% | $53.7M | 94,495 | $509.00 | $568.03 | +$11.6M |