Gutt Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated January 22, 2026, reports $162M in regulatory assets under management, 2 employees, and 189 accounts.
Assets Under Management
$162M
Employees
2
Offices
--
Total Clients
49
Primary office
ATLANTA, GA
3414 PEACHTREE RD NE, 103 MONARCH PLAZA, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of January 22, 2026
Discretionary76.2%
$124M
76% of total RAUM76.2%
Non-discretionary23.8%
$39M
24% of total RAUM23.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$162M
Total Accounts189
10Y AUM Change$-40M (-19.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee25:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.