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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- BeaconFocus +more
- Established Date
- 10-16-2009
- Office Locations
- 1
Office Locations
About Financial Guidance Group, LLC
Financial Guidance Group is a family-owned, fee-only fiduciary advisor providing objective wealth planning and investment management for clients from those starting out to those in or nearing retirement. The firm emphasizes full compensation disclosure, comprehensive planning analysis (allocation, risk, and internal costs), and diversified, long-term portfolios with built-in downside protection aligned to goals and time horizon. Serves the Greater Tampa Bay and Nashville areas.
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Owner & Executives
RONALD D HUDSON
Managing Member
- CRD
- #2956327
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,312,392,298 | 36.2% |
| Equity - OTC | $1,261,636,795 | 34.8% |
| Equity - Exchange | $424,170,991 | 11.7% |
| U.S. Government/Agency | $627,193,005 | 17.3% |
| Total | $3,625,393,089 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT VERTEX | ALPHA VITAL | 7ADY2F153 | RWAXC | 5.12% | $45,458,863 |
| PRIME TIMBER | QUANTUM ALPHA | CAIX7GAMY | SGNG | 3.67% | $52,393,605 |
| NORTH OPTIMA TIMBER | VERTEX VECTOR | J5FT19FW4 | YXLGZ | 2.26% | $106,218,499 |
| MERIDIAN ZENITH | EAGLE PATHWAY | 1VKXB92SZ | NLV | 7.56% | $55,192,536 |
| WAVE PEAK LEGACY | LEGACY VERTEX | 3C0BHBG2F | TRTU | 8.55% | $77,850,880 |
| ELEMENT WAVE EAGLE | OAK BEACON | JUPLCA1KQ | KRI | 0.76% | $42,738,367 |
| MOMENTUM RIDGE HORIZON | ATLAS VALUE | XN7IX302K | OMTW | 1.75% | $10,904,942 |
| ALPHA FOUNDATION | SIGNAL HARBOR | NN4MO8D0G | NWRH | 3.23% | $20,431,036 |