CRD: 149820
Guide Rock Capital Management, Inc.
$41.0M Total AUM
$41.0M Disc. AUM
-- 3Y CAGR
2 Employees
72 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Peak ember
- Established Date
- 06-05-2009
- Office Locations
- 1
Office Locations
1001 Gallup Drive Omaha NE
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.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$569.6K AVG AUM / CLIENT
6.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Optima Beacon
Client Personas
Beacon
Custodian
Ember bridge Horizon Ridge atlas Eagle glacier Delta eagle North crest Meridian
Investment Themes
Pathway meridian Vector Oak quantum
Investment Vehicles
Zenith vital Vector
Platform
Optima horizon
Services
Bridge Capital Catalyst Catalyst foundation Unison timber Horizon insight Signal North Zenith Catalyst
Technology
Delta ridge
Owner & Executives
RONNY J. MILLER
Chief Compliance Officer, President
- CRD
- #5660383
- Ownership
- Less than 5%
(571) 299-3409
north.frontier@summitcapital.com
in linkedin.com/in/radial-prime
E
EMILY NIELSEN
Associate Consultant
- CRD
- --
- Ownership
- Less than 5%
(588) 839-6172
pioneer.optima@optimacapital.com
in linkedin.com/in/momentum-oak
Showing 2 of 2 owners & executives
Unlock allContacts
W
William Arthur Miller
--
- CRD
- #7722914
(916) 723-5827
pioneer.catalyst@quantumcapital.com
in linkedin.com/in/atlas-meridian
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $41,014,456
Public Funds:
25.9% Equity - Exchange:
9.7% Cash:
19.9% Municipal Bonds:
17.1% U.S. Government/Agency:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,304,998,290 | 25.9% |
| Equity - Exchange | $488,744,533 | 9.7% |
| Cash | $1,002,682,084 | 19.9% |
| Municipal Bonds | $861,601,188 | 17.1% |
| U.S. Government/Agency | $1,380,577,341 | 27.4% |
| Total | $5,038,603,436 | 100.0% |