GUIDING FINANCIAL

GUIDING FINANCIAL is an SEC-registered investment adviser (CRD 311779). Regulatory assets under management: $85.2M.

Registration

• CRD: 311779
• Type: Registered investment adviser
• Phone: 512-813-1628
• Latest filing: 2026-02-04
• Regulatory AUM: $85.2M
• Discretionary AUM: $85.2M
• Clients: 2
• Accounts: 73

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311779 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search