Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$591,869,622
Clients
457
Advisors
7
across 4 offices
About
Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts and charitable organizations. The firm manages roughly $598.7 million across several hundred client relationships and serves both non‑HNW and high‑net‑worth clients.
Investment decisions are driven by fundamental and cyclical analysis applied across equities, fixed income and cash, and portfolios are managed in accordance with each client’s stated objectives and written restrictions using a combination of in‑house and third‑party research. The firm also monitors and implements asset‑allocation and rebalancing for held‑away employer retirement accounts via an order‑management platform (Pontera) and integrates ongoing financial planning into its advisory work.
What distinguishes the firm is its advisory team composition and operational practices: multiple advisors have prior military careers and hold advanced degrees and CFP designations, and the firm centralizes supervision and periodic account review processes. Praetorian Guard also provides less common services for a firm of its size, including serving as trustee in specified circumstances while requiring independent custody and an annual, unannounced CPA inspection of those trust accounts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Below $2 Million - $2 Million: 1.50% $2 Million - $5 Million: 1.25% Over $5 Million+: 1.00%
Account minimum: $2,000,000 net worth and/or $1,000,000 investable assets Minimum fee: $1,000 per quarter per client relationship Fee-only: Asset-based advisory fees charged quarterly in advance
Main office
See office3775 Via Nona Marie, Suite 220
Carmel CA 93923
Advisors at this office
4
Offices (4)
Most active in
Ohio
Also doing business as
Praetorian Guard, A Division Of Praetorian Wealth Management Inc · Praetorian Guard, A Division Of Praetorian Wealth Management,Inc · Praetorian Wealth Management, Inc.
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.
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