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GUIRY CAPITAL MANAGEMENT, LLC

A66
CRD 122056·SEC 801-61356·PALM BEACH GARDENS, FL
AUM
$204.3M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$613K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GUIRY CAPITAL MANAGEMENT, LLC
CRD
122056
SEC file #
801-61356
EIN
—
DBA names
—

Economics

AUM
$204.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$282.9M → $204.3M▼ -28%
Client mix
Individuals High Net Worth22
Individuals Other7
Charitable Organizations4

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
PALM BEACH GARDENS FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
guirycapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUIRY, MARTIN, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GUIRY, MARTIN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GUIRYCAPITAL.COM
Rdap Domain Creation Date
2002-08-19T13:32:54Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-19T13:32:54Z
Rdap Domain Last Changed
2025-06-20T06:53:49Z
Rdap Nameservers
Ns57.worldnic.comNs58.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1267653
Trust Company Affiliate
No

People (1)

1
GUIRY, MARTIN, DAVID
Direct Owner · 87.5%
1267653