Guidesource Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291929
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.33%
- Individuals19.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Guidesource Capital Management, LLC is an independent, owner-operated registered investment adviser that serves individuals and families, as well as small business clients. The firm offers portfolio management and charges clients via a percentage-of-AUM fee schedule and fixed fees. Its practice is oriented toward discretionary portfolio management for personal and small-business accounts. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not positioned as a multi-state or newly formed adviser in the provided data.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds60%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents15%
- Exchange Traded Equities5%
Contacts
1 of 1John Sturtevant
FounderCRD 1413167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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