A complete list of active advisors currently associated with Gaard Capital LLC

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

Gaard Capital LLC is a small, independent registered investment adviser that provides discretionary and non-discretionary separately managed accounts and outsourced CIO (OCIO) services to nonprofit organizations, foundations, endowments, high‑net‑worth individuals and employer‑sponsored retirement plans. Its services include investment policy development, strategic asset allocation, rebalancing, liquidity and spending policy advice, performance measurement and separate consulting engagements under written agreements. The firm constructs customized programs using proprietary model portfolios and a blend of fundamental, quantitative, technical, and sector‑rotation analysis to set diversified exposures across liquid equities, fixed income, ETFs and liquid alternatives. The brochure discloses that Gaard uses derivative instruments (including options and futures) in managed accounts and provides tailored performance measurement and quarterly reports that include investment results. Distinctive for a firm of its size, Gaard operates in an OCIO capacity and accepts ERISA 3(21)/3(38) retirement‑plan fiduciary roles while also offering standalone consulting services, managing roughly $9.3 million in discretionary assets. The firm’s brochure further notes prior operation of a private systematic investment fund that was dissolved in 2025 and highlights the principal’s academic affiliations and professional credentials (CFA and CAIA) as additional industry experience.

To learn more about the advisors currently working at Gaard Capital 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
Jonathan Brogaard	Park City, UT	1

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