GuidePost Capital Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,486,000
Clients
35
Advisors
1
of 1 employees
About
GuidePost Capital Management Group is a small independent advisory firm that provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates and small businesses. The firm manages roughly $31.5 million across about 35 client relationships and uses AUM-based billing that is common among independent advisors.
GuidePost constructs portfolios to align with each client’s objectives, time horizon and risk tolerance, employing fundamental and technical analysis as well as modern portfolio theory, with periodic (typically quarterly) reviews and ongoing monitoring. The firm has authority to trade on a discretionary basis, may engage third-party sub-advisors to implement model strategies, and offers both plan participant education and financial-planning engagements.
Distinctive features include explicit work with corporate/business clients and formal ERISA pension-plan consulting as a limited‑scope 3(21) advisor—providing investment option reviews, IPS assistance, and plan monitoring in addition to individual wealth management. The firm, founded in 2009 and registered as an adviser in 2025, operates without a formal account minimum, directs custody to an institutional custodian, and discloses the use of sub‑advisors and related conflicts of interest.
Client services
Expertise
Fee options
$0 - $249,999: 1.50% $250,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $14,999,999: 0.60% $15,000,000 - $19,999,999: 0.45% $20,000,000+: Negotiable
$250 per hour for financial planning
Main office
Mohnton PA
Advisors at this office
1
Most active in
Pennsylvania
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.
Forms ADV
Quick links
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