G
Girton Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,399,529
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
19
58% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$1,284,186
About
Girton Capital Management provides individualized portfolio management and periodic hourly consultations for individuals, trusts and retirement accounts, and also advises corporations, foundations, pension and profit-sharing plans. The firm notes that it accepts charitable organization clients and tailors portfolios to client-directed socially responsible investment restrictions when requested.
The firm follows a research-driven investment approach that emphasizes fundamental analysis (about 90%) supplemented by technical analysis, seeking sustainable growth through socially responsible investment themes such as alternative energy, clean water, organic foods, community banks and women-managed businesses. Portfolios are constructed with diversification across equities and fixed income, managed on a discretionary basis with a “growth at a reasonable price” orientation and attention to macroeconomic factors.
Noteworthy among peers, the firm publishes a quarterly Growth Letter that is available by subscription (and free to clients), a periodical offering that is uncommon for independent advisers of this size, and it discloses a formal affiliation to share research and client introductions with another registered adviser. The brochure also highlights a local green-business certification and the firm’s engagement with both institutional and charitable clients—an uncommon mix for independent advisory practices.
Client services
Portfolio management
Newsletters or periodicals
Expertise
ESG / Sustainable investing
Wealth management
Fee options
1% annually, negotiable depending on account size
$100 to $250 per hour, negotiable depending on assignment
Account minimum: $150,000 (negotiable)
Main office location
Girton Capital Management, Inc.
Larkspur CA, United States
Number of offices
1
Most active in
Girton Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California
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
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