RIA Intel›Advisers›Oregon›GUIDING FINANCIAL, LLC

GUIDING FINANCIAL, LLC

Advisory

OR

Data as of Mar 22, 2026 · Source: SEC Form ADV

Average account
$198K
across 10 accounts

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM
$2M
Discretionary %
85.8%
Clients
5
Employees
0

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$281K
Discretionary %85.8%
Total Clients5
Team
Total Employees0
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

PURSUIT PLANNING AND INVESTMENTS, LLC
$2M
HARBOR HORIZON FINANCIAL, LLC
$2M
PINESTAR CAPITAL ADVISORS LLC
$2M
MAGNOLIA GROWTH CAPITAL LLC
$2M
WEST RIDGE CAPITAL MANAGEMENT L.L.C.
$2M
STEWARDSHIP INVESTMENT SERVICES LLC
$2M

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