RIA IntelAdvisersNebraskaGUIDE ROCK CAPITAL MANAGEMENT, INC.

GUIDE ROCK CAPITAL MANAGEMENT, INC.

Advisory

OMAHA, NE

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in NE
#126
of 134 advisers by AUM
Average account
$249K
across 165 accounts
AUM per adviser
$21M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$41M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients72
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InDC, IA, IL, NE, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NE

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

JAMES STUART, III
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FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC.
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LEXUS WEALTH MANAGEMENT, LLC
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RUTHERFORD INVESTMENT MANAGEMENT, INC.
OMAHA, NE
$38M
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JB FINANCIAL SERVICES, INC.
$37M
PLANVEST, LLC
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$47M

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