RIA Intel›Advisers›Texas›GUIDEWAY FINANCIAL, LLC

GUIDEWAY FINANCIAL, LLC

Advisory

TX

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in TX

#1,596

of 2,813 advisers by AUM

Average account

$351K

across 198 accounts

AUM per adviser

$35M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$69M

Discretionary AUM$66M

Non-Discretionary AUM$3M

Discretionary %95.2%

Total Clients46

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

46 clients

38 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 TX

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

GARRISON CAPITAL MANAGEMENT, LLC

$69M

EVERLONG FINANCIAL, LLC

$69M

SEMITA ASSET MANAGEMENT LLC

$69M

TREMONT STREET ADVISORS, LLC

LEAGUE CITY, TX

$69M

LAGRANDE GLOBAL LLC

$70M

LEGACY FOLIOS LLC

$70M

Get the full picture on GUIDEWAY FINANCIAL, LLC

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

Create a free account →See plans