Guernica Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Guernica Capital is a solo independent investment adviser that manages about $17.7 million on behalf of roughly 39 clients. The firm provides fee-only, discretionary and non-discretionary portfolio management and personalized investment advice primarily for individuals, high-net-worth clients and charitable organizations.
The firm acts as a fiduciary and seeks to tailor allocations to each client’s objectives, primarily using ETFs, mutual funds, individual equities and fixed income. Its process combines fundamental, technical and cyclical analysis, favors long-term purchases while allowing limited trading and offers asset-allocation models (Income, Conservative, Moderate, Aggressive) designed to align with Rule 3a-4 requirements.
A distinctive feature is that the firm’s principal concurrently serves full time in a managerial investment role at a state endowment investment board, with responsibilities that have included oversight of a land‑grant endowment and reserves for a state insurance fund; that institutional experience and prior roles in portfolio management and finance inform the adviser’s work. The combination of a small, solo practice with active institutional‑investment experience and service to charitable organizations differentiates the firm from many independent advisers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001+: Negotiable
Account minimum: $100,000 Minimum fee: Minimum annual management fee of $1,000, which may be higher than the standard fee schedule and will not exceed 2% of assets under management. Fee-only: Investment advisory services on a fee-only basis.
Main office
4100 E. Wildhorse Lane
Boise ID 83712
Advisors at this office
1
Most active in
Idaho
Also doing business as
Guernica · Guernica Capital · Guernica LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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