Girdwood Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,421,872
Clients
67
Advisors
1
of 1 employees
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
Expertise
Fee options
0.8% annually
Main office
Girdwood AK
Advisors at this office
1
Most active in
Alaska · Illinois · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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