Guidance Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Louisville, KY. Its latest Form ADV filing, dated April 23, 2026, reports $450M in regulatory assets under management, 10 employees, and 2,048 accounts.
Assets Under Management
$450M
Employees
10
Offices
--
Total Clients
759
Primary office
LOUISVILLE, KY
2020 HIGH WICKHAM PLACE, SUITE 200, LOUISVILLE, KY, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.6% of total clients.
Top client categories% of clientsClients
1
Individuals
85.6%
650
2
HNWI
14.0%
106
3
Charitable
0.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$450Mas of April 23, 2026
Discretionary100.0%
$450M
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$450M
Total Accounts2,048
10Y AUM Change+$450M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee76:1
10Y Employee Change+8 (+400.0%)
* 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.