GUIDE ROCK CAPITAL MANAGEMENT, INC.

Overview

Guide Rock Capital Management, Inc. is a small, independent registered investment adviser that serves individuals, families and select institutional or small-business clients. The firm’s advice centers on financial planning and discretionary portfolio management delivered alongside educational programming and published commentary. Fee arrangements are flexible—percentage of assets under management is the core model, with hourly and fixed-fee arrangements available for planning or ad hoc work. Investment practice leans toward pooled public vehicles as the backbone of client portfolios, supplemented by targeted allocations to third‑party alternative managers. The adviser does not position itself as an ESG-driven allocator. It maintains an affiliation with a banking or thrift institution, which can influence cash management and custody choices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices