Firm profile

GUIDED CHOICE ASSET MANAGEMENT, INC.

RENO, NVCRD 112674Latest ADV March 27, 2026

Guided Choice Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Reno, NV. Its latest Form ADV filing, dated March 27, 2026, reports $8.5B in regulatory assets under management, 22 employees, and 84,744 accounts.

Assets Under Management
$8.5B
Employees
22
Offices
--
Total Clients
84,744
Primary office
RENO, NV
200 S VIRGINIA STREET, SUITE 310, RENO, NV, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOSherrie E. Grabot
CCODeirdre L. Myers
COOLodewikus B. Van Zijl

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
59,346
2
Pension Plans
30.0%
25,398

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.5Bas of March 27, 2026
Discretionary100.0%
$8.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$8.5B
Total Accounts84,744
10Y AUM Change$-4.8B (-36.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee3852:1
10Y Employee Change-33 (-60.0%)

* 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.