Guidepost Capital Management Group, LLC

Overview

Guidepost Capital Management Group, LLC is an independent registered investment adviser that manages discretionary portfolios for high-net-worth individuals, families and a limited number of institutional clients. The firm combines financial planning and traditional portfolio management with third‑party manager selection, positioning itself as a capital allocator rather than a product reseller. Its mandate emphasizes equity exposure—implemented through exchange‑traded equities and mutual funds—while supplementing portfolios with real‑estate alternatives when appropriate. Investment activity centers on active management of client accounts with a preference for liquid, exchange‑listed securities. The firm offers ongoing portfolio management alongside pension consulting and selection-of-other-advisers services, which it uses to access specialist managers for specific alternative allocations. Guidepost is not an active ESG investor and operates from a single state filing structure rather than a multi‑state advisory footprint. Fee billing mixes AUM‑based charges with hourly fees for planning or consultative work.

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Location & Offices