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 that lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. The firm is registered with the SEC and completed that registration in 2024. Ownership is individual rather than institutional, and the firm reports serving both individual & family clients and institutional relationships. Its fee model combines percentage-of-AUM charges with fixed-fee arrangements. Guided Capital is not structured as a capital allocator; it relies on externally managed products rather than operating proprietary alternative funds.
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 2
Kyle Louvar
CEOCRD 5723035
Nicole Louvar
COOCRD 5331869
Contacts
2 of 2
Peter 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 33Active vs passive
$223M in ETFs
29%
$65.4M
65%
$158M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $38.2M | 642,454 | 17.12% |
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
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