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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2006
- Office Locations
- 1
Office Locations
About Guelich Capital Management, LLC
Guelich Capital Management is a boutique Roanoke, VA RIA providing fiduciary financial planning and investment management with customized solutions across clients' full financial lives (retirement, education, debt, legacy). Serves individuals and families including business owners, entrepreneurs, physicians, and retirees. Portfolios are largely ETF/index oriented, complemented by high-quality bonds and cash for risk management, and commonly custodied at Fidelity/NFS.
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Investment Themes
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Owner & Executives
CONNIE CROSS GUELICH
Chief Compliance Officer, President
- CRD
- #1106380
- Ownership
- 50% but less than 75%
ROBERT STEVEN GUELICH
President, VICE PRESIDENT
- CRD
- #4185084
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,596,382 | $254,096 |
| Non-Discretionary | $9,642,471 | $85,596 |
| Total | $109,238,853 | $230,623 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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