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| Constant Guidance Financial LLC
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|---|---|
| CRD # | 172612 |
| SEC # | 801-128132 |
| CIK # | 0001995383 |
| AUM | 198.0 M (2026-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-207-8049 |
| Address | 1 North Ave North Attleboro, MA 02763 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001995383 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Chevron Corp | 3.4 | ||
| Netflix Inc | 3.0 | ||
| Amazon Com Inc | 2.5 | ||
| Ace Ltd | 2.3 | ||
| Conocophillips | 2.1 | ||
| Duke Energy Corp | 1.6 | ||
| Home Depot Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Microsoft Corp | 1.0 | ||
| Walt Disney Co | 1.0 | ||
| Texas Instruments Inc | 0.9 | ||
| Dominion Resources Inc /VA/ | 0.7 | ||
| Denali Holding Inc | 0.7 | ||
| Honeywell International Inc | 0.6 | ||
| Facebook Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 57.7 |
| (b) Individuals (high net worth individuals) | 75 | 137.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 631 | 198.0 |
| By Discretionary | ||
| Discretionary | 631 | 198.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 631 | 198.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.0 | |
| Total | 631 | 198.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001995383] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Catoctin Ridge Wealth Partner LLC
✚
|
MD | 199.0 M |
|
Capital Squared Financial LLC
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MD | 198.7 M |
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Cedarstone Advisors
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Safir Wealth Advisors LLC
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198.2 M | |
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Wealth Management Group Inc
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NC | 197.7 M |
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Boardwalk Financial Strategies LLC
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WI | 197.6 M |
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Inman Financial Services Inc
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OR | 197.5 M |
|
Rydar Equities Inc
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TX | 197.4 M |
|
Osprey Capital Management Corp
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FL | 197.2 M |
|
Concordia Wealth Management LLC
✚
|
MA | 197.1 M |