CRD: 304487
Carriage Hill Investment Associates LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-27-2019
- Office Locations
- 1
Office Locations
About Carriage Hill Investment Associates LLC
Carriage Hill Investment Associates LLC is a Lancaster, PA boutique RIA led by Jeffrey R. Guindon, providing financial planning and investment advice for everyday earners and families. The firm emphasizes evidence-based, disciplined investing and tailored portfolio construction, alongside ongoing planning support that can include tax, insurance, and estate-planning considerations. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 208 clients, or 208 clients per representative. That equates to $241.5K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEFFREY RICHARD GUINDON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #5578137
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,228,730 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,228,730 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Carriage Hill Investment Associates LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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