CRD: 149820
Guide Rock Capital Management, Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-05-2009
- Office Locations
- 1
Office Locations
About Guide Rock Capital Management, Inc.
Guide Rock Capital Management is an Omaha-based RIA serving individuals, couples, and families with retirement-focused financial planning, investment management, and insurance guidance. The firm emphasizes client education and objective portfolio construction, supported by a resource center with regular videos and articles. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 72 clients, or 36 clients per representative. That equates to $569.6K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Guide Rock Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RONNY J. MILLER
Chief Compliance Officer, President
- CRD
- #5660383
- Ownership
- Less than 5%
EMILY NIELSEN
Associate Consultant
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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William Arthur Miller
Associate
- CRD
- #7722914
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,014,456 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,014,456 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Guide Rock Capital Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.