Guidance Capital, Inc.
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 323541
- Registered since
- October 21, 2022
- Website
- guidancecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.89%
- Individuals31.66%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Guidance Capital, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2022. The firm is individually owned and identifies as a capital allocator serving both individual & family clients and institutional investors. Its fee arrangements include asset-based fees, hourly charges, and flat fees. Advisory services reported on the firm’s filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm lists "Accountant" among its business activities. Guidance Capital does not report active ESG investing and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
3 of 8
Wyatt Callison
Financial PlannerCRD 6743425
Stephen Gibson
CCOCRD 5557258
Beau Handy
Registered RepresentativeCRD 6015760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$403M in ETFs
83%
$333M
16%
$69.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $45.3M | 60,367 | 11.26% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 2020 High Wickham Pl
- Time zone
- CT (UTC-6)
- Office locations
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