Girdwood Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,421,872
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
67
39% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$663,013
About
Girdwood Capital LLC provides discretionary and non‑discretionary portfolio management and related financial planning to individuals (including high‑net‑worth clients), as well as to corporations and other businesses. As of December 31, 2025 the firm reported $44,674,645 in assets under management across 67 clients, with $36,825,923 managed on a discretionary basis and $7,848,722 on a non‑discretionary basis; financial planning is included with portfolio management at no additional charge.
The firm’s investment process emphasizes fundamental analysis and employs a mix of long‑ and short‑term strategies tailored to each client’s objectives, risk tolerance, liquidity needs and time horizon. Where appropriate for a client, the adviser may utilize more complex techniques such as options (including option writing), short sales and margin, and it discloses fiduciary responsibilities when advising on retirement rollovers.
What is distinctive for a solo independent RIA is the firm’s acceptance of corporate/business clients and management of institutional‑type assets alongside individual accounts — services that are relatively uncommon among peers. The adviser operates on an institutional custody platform, discloses receipt of research and brokerage‑related benefits, routinely directs brokerage to a specific custodian, and does not vote proxies on client behalf.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
0.8% annually
Main office location
Girdwood Capital LLC
Girdwood AK, United States
Number of offices
2
Most active in
Girdwood Capital LLC has reported serving >5 clients in these states in the last 12 months.
Alaska · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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