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| Happy Holidays!! thanks for using AUM13F!! |
| Guidance Capital Inc
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| CRD # | 323541 |
| SEC # | 801-126764 |
| CIK # | 0001958743 |
| AUM | $384.2 M (2025-06-13) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Phone | 502-813-2100 |
| Address | 2020 High Wickham Place Louisville, KY 40245 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.5 | ||
| iShares Silver Trust | 5.9 | ||
| iShares Comex Gold Trust | 3.3 | ||
| NRG Energy Inc | 2.3 | ||
| Monolithic Power Systems Inc | 2.3 | ||
| Costco Wholesale Corp /NEW | 2.3 | ||
| Metropcs Communications Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 530 | 237.1 |
| (b) Individuals (high net worth individuals) | 26 | 118.6 |
| (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 | 9 | 6.5 |
| (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 | 7 | 21.9 |
| (n) Other | 0 | 0.0 |
| Total | 572 | 384.2 |
| By Discretionary | ||
| Discretionary | 572 | 384.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 572 | 384.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 383.3 | |
| Total | 572 | 384.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001958743] |
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