GUIDANCE CAPITAL, INC.

Overview

Guidance Capital, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2022. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that selects third‑party managers in addition to managing portfolios directly. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Guidance Capital reports accounting as a business activity and maintains affiliations with other investment advisers and an insurance company. The firm does not identify as an active ESG investor. Guidance Capital’s fee schedule is a mix of percentage-of-AUM, hourly charges, and fixed fees, reflecting flexibility to work across different client types and engagement scopes. The ownership is listed as individual, and the firm describes itself as an independent RIA rather than a broker‑dealer or wirehouse affiliate.

Assets & Accounts

Public Holdings

Investments & Alternatives