A complete list of active advisors currently associated with Guidance Capital, Inc.
Warmer can help you find a great advisor at Guidance Capital, Inc. or one who fits your needs even better.
Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses and retirement plans, offering discretionary portfolio management, financial planning and retirement-plan advisory services. The firm bills on a percentage-of-assets basis and delivers ongoing monitoring and reporting, including performance reporting for retirement plans. The advisor constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and employs both fundamental and technical analysis; it may rebalance or sell positions for tax, risk or cash needs. Guidance Capital may allocate all or a portion of client assets to other managers or platforms (including affiliated sub‑advisers) and performs initial and ongoing oversight of those managers. The brochure discloses a cluster of affiliated businesses and dual roles that distinguish the firm: owners also operate affiliated RIAs (Dynamic MarketAdvantage, LLC and DMLO Wealth Planning, LLC) and an accounting/tax affiliate (Guidance Tax Management Group, LLC) that may provide tax preparation or estate‑planning services (including free services to certain clients), and some advisory personnel are registered representatives and licensed insurance professionals. These relationships, together with the firm’s institutional custodial relationship and the firm’s practice of providing periodic performance reporting while not charging performance‑based fees or operating proprietary funds, are explicitly disclosed as potential conflicts of interest.
To learn more about the advisors currently working at Guidance Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Louisville, KY
| 8
| |
Louisville, KY
| 5
| |
Louisville, KY
| —
| |
Louisville, KY
| 1
|
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