A complete list of active advisors currently associated with Capital Guard Investments LLC

Warmer can help you find a great advisor at Capital Guard Investments LLC or one who fits your needs even better.

Capital Guard Investments LLC provides individualized portfolio management and financial planning to individual and high-net-worth clients, managing roughly $21.4 million for about 20 clients. The firm prepares an Investment Policy Statement for each client and generally recommends mutual funds, ETFs, equities, fixed income, real estate funds and other securities as part of ongoing account monitoring. The adviser follows a Modern Portfolio Theory framework and may use long‑term and options strategies (including covered and uncovered options) alongside model allocations and tailored recommendations. Unusually for an independent adviser of this size, all reported assets are managed on a non‑discretionary basis, so the firm seeks client approval before effecting trades rather than exercising delegated trading authority. Distinctive operational features include an affiliated insurance practice — the firm’s supervised person is a licensed insurance agent and may receive commissions for insurance sales, a conflict the firm discloses and documents when making recommendations — and a custody relationship with an institutional broker‑dealer that can provide research and services. The firm does not aggregate trades for multiple clients, a practice that can affect execution outcomes compared with advisers who block trades.

To learn more about the advisors currently working at Capital Guard Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Imhof	Agoura Hills, CA	26

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