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GUIDANCE CAPITAL, INC.
CRD 323541 · SEC 801-126764
2020 HIGH WICKHAM PLACE, SUITE 200, LOUISVILLE, KY, 40245, United States
Phone
(502) 813-2100
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$449.8M
Discretionary AUM
$449.8M
Team
10 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 650 | $142.4M |
| High net worth individuals | 106 | $305.3M |
| Charitable organizations | 3 | $2.0M |
States served
CA, GA, IL, IN, KY, MD, MI, NC, OH, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD