RIA Intel›Advisers›Texas›GUIDING FINANCIAL LLC

GUIDING FINANCIAL LLC

Advisory

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in TX

#1,499

of 2,813 advisers by AUM

Average account

$1M

across 73 accounts

AUM per adviser

$85M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees2

Investment Advisers1

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.

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

11 clients

7 high-net-worth

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

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Advisers of similar size in TX

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

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COOPER LARRY CLARK

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-6.9% 1Y

CHRISTOPHER GUY MARTIN

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J.P. WEALTH MANAGEMENT, LLC

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