SPRING ARBOR, MICRD 150890Latest ADV April 8, 2026
Guidestream Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Spring Arbor, MI. Its latest Form ADV filing, dated April 8, 2026, reports $263M in regulatory assets under management, 9 employees, and 1,710 accounts.
Assets Under Management
$263M
Employees
9
Offices
--
Total Clients
882
Primary office
SPRING ARBOR, MI
8050 SPRING ARBOR ROAD, SPRING ARBOR, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.4% of total clients.
Top client categories% of clientsClients
1
Individuals
92.4%
815
2
HNWI
4.4%
39
3
Charitable
3.2%
28
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of April 8, 2026
Discretionary93.8%
$247M
94% of total RAUM93.8%
Non-discretionary6.2%
$16M
6% of total RAUM6.2%
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.
Total AUM$263M
Total Accounts1,710
10Y AUM Change+$173M (+189.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee98:1
10Y Employee Change+1 (+12.5%)
* 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.