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| Keyboard |
| Guidance Capital Inc
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|---|---|
| CRD # | 323541 |
| SEC # | 801-126764 |
| CIK # | 0001958743 |
| AUM | 449.8 M (2026-04-23) |
| 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) | |
|---|---|---|---|
| SPDR Gold Trust | 5.8 | ||
| Apple Inc | 5.2 | ||
| Microsoft Corp | 4.5 | ||
| CrowdStrike Holdings Inc | 3.6 | ||
| iShares Comex Gold Trust | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 650 | 142.4 |
| (b) Individuals (high net worth individuals) | 106 | 305.3 |
| (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 | 3 | 2.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,048 | 449.8 |
| By Discretionary | ||
| Discretionary | 2,048 | 449.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,048 | 449.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.8 | |
| Total | 2,048 | 449.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001958743] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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