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GUELICH CAPITAL MANAGEMENT, LLC
CRD 140505 · SEC 801-69962
1401 FRANKLIN ROAD, SW, ROANOKE, VA, 24016, United States
Phone
540-772-4545
Fax
540-772-9441
Registration
— (—)
Source
State registered
Total AUM
$109.2M
Discretionary AUM
$99.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $29.7M |
| High net worth individuals | 31 | $79.5M |
All web addresses on file
Official SEC filing: View on IAPD