PORTLAND, MECRD 161000Latest ADV February 18, 2026
Guidance Point Retirement Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, ME. Its latest Form ADV filing, dated February 18, 2026, reports $88M in regulatory assets under management, 8 employees, 3 offices, and 8 accounts.
Assets Under Management
$88M
Employees
8
Offices
3 offices
Total Clients
7
Primary office
PORTLAND, ME
136 COMMERCIAL STREET, SUITE 301, PORTLAND, ME, United States
Top client segmentCorporations represent 42.9% of total clients.
Top client categories% of clientsClients
1
Corporations
42.9%
3
2
Pension Plans
28.6%
2
3
Charitable
28.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$88Mas of February 18, 2026
Discretionary100.0%
$88M
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.
Total AUM$88M
Total Accounts8
10Y AUM Change+$32M (+56.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change+2 (+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.