RIA Intel›Advisers›Kansas›GOLDEN GUIDANCE LLC

GOLDEN GUIDANCE LLC

Advisory

KS

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$608K

across 32 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$17M

Non-Discretionary AUM$2M

Discretionary %88.7%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InKS, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

27 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

SATYA INVESTMENT MANAGEMENT, LLC

$19M

JENKINS, DANIEL EVAN

$19M

PENN WEALTH MANAGEMENT, LLC

OVERLAND PARK, KS

$20M

CAPITAL WEALTHCARE ADVISORS, L.C.

$20M

MACIEL WEALTH MANAGEMENT

OVERLAND PARK, KS

$19M

SYCAMORE INVESTMENT GROUP, LLC

$20M

Get the full picture on GOLDEN GUIDANCE LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GOLDEN GUIDANCE LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans