Guidesource Capital Management, LLC

Overview

Guidesource Capital Management, LLC is a small, individual-owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm tilts toward conservative, income-oriented allocations: its filings show a clear preference for fixed-income instruments, with U.S. government bonds forming the largest portion of invested assets. Services are delivered on a fee basis (percentage of AUM and fixed fees), and the client base is concentrated among individual and family households rather than institutions or plan sponsors. Investment activity centers on managing discretionary portfolios with an emphasis on capital preservation and predictable income. The firm uses mutual funds and annuities for broad exposure and income solutions, and it also places a portion of client capital into real estate strategies as an alternative allocation. Guidesource is not positioned as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices