C
CRD: 172612
Constant Guidance Financial, LLC
$198.0M Total AUM
$198.0M Disc. AUM
-- 3Y CAGR
1 Employees
240 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Wave focusQuantum
- Established Date
- 10-01-2014
- Office Locations
- 1
Office Locations
1 North AVE North Attleboro MA
About Constant Guidance Financial, LLC
Constant Guidance Financial is a fiduciary wealth management and retirement planning firm serving families and professionals across Rhode Island and Massachusetts. CFP®/CFA®-led, it focuses on disciplined, personalized portfolio management, tax-aware decision making, and long-term risk management, supporting retirement income planning, 401(k) strategy, business owners, and clients navigating inheritance and retirement transitions.
Team overview
-- AVG AGE
$198.0M AVG AUM / ADVISOR
$824.9K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Unison harbor Pathway vertex Eagle Optima Timber ember
Client Personas
Foundation pathway Value Signal zenith
CRM
Eagle vertex
Custodian
Alpha north Beacon foundation Bridge signal Element oak Alpha Radial Pathway momentum Value
Investment Themes
Summit Beacon Matrix wave Unison Summit
Investment Vehicles
Ridge Atlas summit Unison capital
Services
Delta Legacy Prime vector Signal timber Pioneer Pioneer beacon Vector Timber legacy Frontier Wave Capital Capital prime Wave
Technology
Pioneer Atlas
Owner & Executives
MITCHELL ZIDES
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #2971097
- Ownership
- 75% or more
(761) 337-5695
vertex.zenith@elementcapital.com
in linkedin.com/in/foundation-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,973,814 | $313,746 |
| Non-Discretionary | $0 | -- |
| Total | $197,973,814 | $313,746 |
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Separately Managed Accounts
Total SMA Asset: $197,973,814
Equity - Exchange:
10.4% Public Funds:
10.2% U.S. Government/Agency:
11.2% Derivatives:
35.2% Cash:
33.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $353,186,431 | 10.4% |
| Public Funds | $346,394,384 | 10.2% |
| U.S. Government/Agency | $380,354,618 | 11.2% |
| Derivatives | $1,195,400,227 | 35.2% |
| Cash | $1,120,687,711 | 33.0% |
| Total | $3,396,023,371 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER MERIDIAN | NORTH VITAL | T9SW9RNSN | YIT | 2.06% | $43,363,464 |
| NORTH SUMMIT | WAVE EAGLE | D62GFVF5F | QENJW | 11.34% | $80,650,469 |
| SUMMIT FOCUS | LEGACY MERIDIAN | Y9LL34EPX | JQEUC | 8.86% | $14,265,453 |
| UNISON FOCUS BEACON | BRIDGE TIMBER | 916L1CEA5 | HDHK | 5.97% | $43,561,442 |
| EAGLE VERTEX | QUANTUM RADIAL | S2X7F4D0H | GWRIP | 5.63% | $46,767,362 |
| BRIDGE ALPHA MATRIX | INSIGHT FUSION | DIZLS94TS | VDRD | 7.58% | $83,500,032 |
| FUSION OAK | FRONTIER WAVE | I6X4BS3OL | NTKE | 11.50% | $29,867,397 |
| MATRIX SIGNAL | INSIGHT VITAL | AKEXWKVKE | MCAX | 2.85% | $12,614,860 |