Asset manager · Allentown, PA
Girard Pension Services, LLC
SEC-registered investment adviser · CRD 117901 · SEC 801-60904
At a glance
Girard Pension Services, LLC is an SEC-registered investment adviser based in Allentown, Pennsylvania, with $734 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 1,509th of 3,218 asset managers and 6,388th of 17,210 SEC-registered advisers by assets.
Main office 610-821-1331As filed on Form ADV
- Regulatory AUM
- $734M
- Rank among asset managers
- #1,509 of 3,218
- Rank among all SEC RIAs
- #6,388 of 17,210
- Rank in Pennsylvania
- #227 of 564
- Clients
- 62
- Accounts
- 121
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 7
- Offices
- 3
Owners and executives on its Form ADV
- Thomas E. HellingsChief Compliance Officer
- David W. GeibelPresident
- Timothy S. ChubbChief Investment Officer
- William W. SmithSenior Investment Advisor
Custody and brokerage
Broker-dealer
Hybrid RIA
Girard Pension Services, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Girard Investment Services, LLC.
- Girard Investment Services, LLC ↗CRD 1834
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Girard Investment Services as the broker-dealer its advisers are registered with.
AND AFFILIATION Some of Girard Pension Services, LLC investment advisor representatives (IAR) are also registered representatives of Girard Investment Services, LLC (“GIS”) , a FINRA registered broker-dealer and licensed insurance agency.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 62 | $734M | 100% |
Disciplinary disclosures
Girard Pension Services, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Girard Pension Services, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,011 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Girard Pension Services, LLC manage?
Girard Pension Services, LLC reports $734 million in regulatory assets under management across 121 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Girard Pension Services, LLC?
Girard Pension Services, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Girard Pension Services, LLC’s clients?
By assets, its largest client types are state or municipal government entities ($734 million, 62 clients).
Does Girard Pension Services, LLC have any disciplinary history?
Girard Pension Services, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Girard Pension Services, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →