GUELICH CAPITAL MANAGEMENT, LLC
GUELICH CAPITAL MANAGEMENT, LLC of ROANOKE, VA is an SEC-registered investment adviser (CRD 140505). Regulatory assets under management: $109.2M.
Registration
- CRD: 140505
- SEC file number: 801-69962
- Type: Registered investment adviser
- Location: 1401 FRANKLIN ROAD, SW, ROANOKE, VA, 24016
- Phone: 540-772-4545
- Latest filing: 2026-02-20
- Regulatory AUM: $109.2M
- Discretionary AUM: $99.6M
- Non-discretionary AUM: $9.6M
- Clients: 2
- Accounts: 385
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| GUELICH CONNIE CROSS | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GUELICH ROBERT STEVEN | VICE PRESIDENT | — |
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