Capital Guardian LLC logo

Capital Guardian LLC Employee Directory

Financial ServicesNorth Carolina, United States51-200 Employees

Capital Guardian LLC operates in the financial services sector, providing an unconstrained environment for financial advisors and their clients to work without the restrictions of larger investment firms. The firm emphasizes partnership among advisors, clients, and the company itself, aiming to support a collaborative model that can enhance client service and decision-making. Based in Belmont, North Carolina, Capital Guardian maintains a relationship with Pershing, LLC, a leading global custodian, which connects advisors to a broad network of professionals and a highly regarded custodian on Wall Street. This alignment with Pershing, part of The Bank of New York Mellon Corporation, is noted for strength in custody and clearing services and was recognized for customer statements by DALBAR, Inc. The company’s positioning reflects a mid-market to advisory-focused offering within financial services, differentiating itself through a fiduciary-style partnership approach rather than a traditional large-firm structure.

Find Capital Guardian LLC employees' phone numbers or email addresses

Capital Guardian LLC Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Capital Guardian LLC's Leadership

  • Stylized image of a person
    K. N.
    President
    Phone icon
  • Stylized image of a person
    A. P.
    Senior Managing Director - Head Of Fixed Income
    Phone icon
  • Stylized image of a person
    A. M.
    Advisor
    Phone icon
  • Stylized image of a person
    B. P. H. J. C.
    Strategic Wealth Advisor
    Phone icon
  • Stylized image of a person
    F. G.
    Financial Advisors
    Phone icon

Capital Guardian LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Finance
  • Accounting
  • Other
  • Administrative

Contact profiles from Capital Guardian LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. N.
    President
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. P.
    Senior Managing Director - Head Of Fixed Income
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    A. M.
    Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. P. H. J. C.
    Strategic Wealth Advisor
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    F. G.
    Financial Advisors
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Capital Guardian LLC known for?

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Capital Guardian LLC operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Capital Guardian LLC's company overview page for more information.

What is Capital Guardian LLC's most common email format?

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Capital Guardian LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Guardian LLC email formats with LeadIQ.

How many employees does Capital Guardian LLC have currently?

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Capital Guardian LLC has approximately 51 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Capital Guardian LLC's key employees and leadership?

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As of July 2026, Capital Guardian LLC's key employees include:

  • President: K. N.
  • Senior Managing Director - Head Of Fixed Income: A. P.
  • Advisor: A. M.
  • Strategic Wealth Advisor: B. P. H. J. C.
  • Financial Advisors: F. G.

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