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- Custodian
- Fidelity/NFS · Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- Crest eagleMomentum momentum +more
- Established Date
- 10-13-1993
- Office Locations
- 1
Office Locations
About Financial Guidance Group, Inc.
Financial Guidance Group is an independent, family-owned, fee-only fiduciary RIA providing wealth planning and discretionary investment management. The firm serves clients from early-career accumulators through retirees, focusing on consolidating and organizing finances around goals, risk, and time horizon. Portfolios emphasize diversification, downside protection, and long-term discipline, with ETF-centric implementation. Based in the Tampa Bay, FL and Nashville, TN areas.
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Owner & Executives
CHRISTOPH SIMPSON VON DEM BUSSCHE
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4649547
- Ownership
- 50% but less than 75%
CARL FREDERICK VON DEM BUSSCHE JR.
Financial Advisor, General Partner, President
- CRD
- #4578674
- Ownership
- 50% but less than 75%
Unison atlas
Fusion crest
- CRD
- #75755
- Ownership
- 47.5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,447,277 | $337,365 |
| Non-Discretionary | $0 | -- |
| Total | $288,447,277 | $337,365 |
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Separately Managed Accounts
Total SMA Asset: $288,447,277
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $388,051,270 | 25.2% |
| Cash | $204,804,837 | 13.3% |
| Public Funds | $425,008,534 | 27.6% |
| U.S. Government/Agency | $329,535,602 | 21.4% |
| Municipal Bonds | $192,485,748 | 12.5% |
| Total | $1,539,885,991 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH ATLAS | MOMENTUM BRIDGE | PC4JY3Q04 | ARKV | 7.59% | $97,806,631 |
| WAVE SIGNAL | PRIME FOUNDATION | EZJ3KI4VI | KSZZC | 4.43% | $72,670,640 |
| CATALYST PATHWAY | EAGLE ALPHA | 0I27208VU | OENDA | 1.83% | $57,251,594 |
| DELTA EAGLE LEGACY | ATLAS PEAK | MKTPKVPNK | EIDO | 2.10% | $37,531,532 |
| RADIAL ALPHA | INSIGHT MERIDIAN | 7SN866MTG | YABCJ | 11.40% | $46,970,812 |
| BRIDGE RADIAL | ALPHA FRONTIER | O5UWFZUU5 | PBEI | 2.39% | $25,494,685 |
| MOMENTUM MOMENTUM EAGLE | SIGNAL PEAK | RFJM0V4PU | TXC | 6.34% | $103,114,383 |
| VALUE ATLAS OPTIMA | VECTOR EMBER | A73W9AEGV | PSX | 1.70% | $44,006,795 |