Guidepost Capital Management Group, LLC

RIAState Registered
Total AUM
$31.5M
Discretionary
$31.5M
100% of AUM
Avg account
$874K
Accounts
36
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
335196
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI81.07%
  • Individuals15.85%
  • Corporations / Businesses3.08%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Guidepost Capital Management Group, LLC is an independent, privately owned advisory firm organized as an LLC and registered in Pennsylvania. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that also provides selection of other advisers. Core services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and manager selection. Its fee model combines a percentage-of-assets arrangement with the option for hourly billing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 38%, State & Local Bonds 4%, US Government Bonds 2%, Cash & Cash Equivalents 2%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds38%
  • State & Local Bonds4%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth