GUIDING FINANCIAL, LLC

GUIDING FINANCIAL, LLC is an SEC-registered investment adviser (CRD 175119). Regulatory assets under management: $2.0M.

Registration

• CRD: 175119
• Type: Registered investment adviser
• Phone: 541-357-9306
• Latest filing: 2026-03-22
• Regulatory AUM: $2.0M
• Discretionary AUM: $1.7M
• Non-discretionary AUM: $281K
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175119 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search