GUIDED CAPITAL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 310056
- Registered since
- March 11, 2024
- Website
- guidedcapitalwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.09%
- Pension & Profit Sharing Plans16.33%
- Individuals11.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Guided Capital Wealth Management, LLC is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2024. Ownership is individual and the firm serves both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM and fixed fees and does not identify itself as an active ESG investor or a multi-state adviser in the filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2KYLE LOUVAR
CEOCRD 5723035
NICOLE LOUVAR
COOCRD 5331869
Contacts
2 of 2PETER IVANYI
Wealth Management AdvisorCRD 5266135
Connor Tomlinson
Wealth Management AssociateCRD 6974659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$199M in ETFs
33%
$66.4M
66%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $33M | 551,623 | 16.59% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 24 Greenway Plz
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
BUCKHORN RESOURCES, LP
RIAHOUSTON, TX
FOCUS WEALTH ADVISORS, LLC
RIAHOUSTON, TX
JCP INVESTMENT MANAGEMENT, LLC
RIAHOUSTON, TX
MCKINNEY CAPITAL MANAGEMENT
RIAHOUSTON, TX
WESTPARK WEALTH ADVISORS, INC.
RIAHOUSTON, TX
STEGENT EQUITY ADVISORS INC.
RIAHOUSTON, TX