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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-21-2022
- Office Locations
- 1
Office Locations
About Guidance Capital, Inc.
Guidance Capital, Inc. is a Louisville, KY advisory firm with a team of financial professionals supported by bookkeepers and CPAs. The firm delivers financial and wealth planning, including tax and estate planning, insurance guidance, and portfolio construction. Portfolios are implemented primarily with ETFs and mutual funds and are custodyed with Charles Schwab, serving both retail and institutional clients.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEPHEN RANDALL GIBSON
Chief Compliance Officer, DIRECTOR, Financial Advisor, FINANCIAL PLANNER, Managing Partner, Partner, Senior Partner, Wealth Manager
- CRD
- #5557258
- Ownership
- 50% but less than 75%
BEAU JUSTIN HANDY
Chief Compliance Officer, DIRECTOR, Financial Advisor, FINANCIAL PLANNER, Managing Member, Managing Partner
- CRD
- #6015760
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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William Seth Stefan Alsup
Financial Planner
- CRD
- #7560580
WYATT PEYTON CALLISON
Financial Planner
- CRD
- #6743425
Capital ember
Horizon alpha delta
- CRD
- #74642
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $449,768,688 | $219,614 |
| Non-Discretionary | $0 | -- |
| Total | $449,768,688 | $219,614 |
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Separately Managed Accounts
Total SMA Asset: $449,768,688
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $613,743,044 | 25.9% |
| Cash | $656,397,001 | 27.7% |
| Corporate - Investment Grade | $580,567,744 | 24.5% |
| Municipal Bonds | $267,772,062 | 11.3% |
| U.S. Government/Agency | $251,184,412 | 10.6% |
| Total | $2,369,664,263 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX VECTOR FOCUS | WAVE ALPHA | 8LYH5U9V3 | VEVS | 4.85% | $13,852,091 |
| PRIME VECTOR ALPHA | RADIAL FOCUS | N53ZKW0ZR | UFKV | 8.11% | $30,326,508 |
| PATHWAY ELEMENT | ATLAS RIDGE | 619QIJCN5 | OBGG | 2.55% | $83,362,538 |
| LEGACY ZENITH | VALUE QUANTUM | DCFXF67KM | AXPT | 8.83% | $61,663,856 |
| CAPITAL SUMMIT | BEACON PEAK | 6E7M88B3M | QSG | 4.28% | $83,569,132 |
| FOCUS ALPHA | VITAL VECTOR | K94Z4ZX9L | PVI | 4.55% | $58,447,294 |
| ALPHA GLACIER ELEMENT | SIGNAL FUSION | P35986OJ2 | LSE | 5.76% | $82,757,416 |
| VALUE FOUNDATION FRONTIER | TIMBER OPTIMA | SFOME531P | HOS | 9.81% | $72,875,351 |