RIA Intel›Advisers›Missouri›PORTFOLIO GUIDE LLC

PORTFOLIO GUIDE LLC

Advisory

MO

Data as of May 29, 2026 · Source: SEC Form ADV

Average account
$150K
across 6 accounts
AUM per adviser
$900K
1 adviser

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM
$900K
Discretionary %
100%
Clients
4
Employees
1

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$900K
Discretionary AUM$900K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

CHARLES CAPITAL LLC
$847K
PILLAR FINANCIAL PLANNING LLC
$736K
ECLIPSE CAPITAL MANAGEMENT, INC.
ST. LOUIS, MO
$684K
-91.0% 1Y
SIMPLESAVE, LLC
KANSAS CITY, MO
$596K
ADAPTIVE WEALTH MANAGEMENT, LLC
$1M
ROTHSCHILD SALE & ASSOCIATES INC
ST LOUIS, MO
$1M
-95.9% 1Y

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