CRD: 310056
Guided Capital Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2020
- Office Locations
- 1
Office Locations
About Guided Capital Wealth Management, LLC
Guided Capital Wealth Management is a Houston-based RIA led by CFP® professionals and committed fiduciaries. The firm provides ongoing, dynamic financial planning and investment management built on six proprietary investment principles with proactive research and analytics. It also serves 401(k), 403(b), and 457 plan sponsors with 3(21)/3(38) fiduciary investment management and participant education, emphasizing proactive communication and relationship-driven advice.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KYLE R LOUVAR
Chief Executive Officer, Managing Member
- CRD
- #5723035
- Ownership
- 50% but less than 75%
NICOLE CHRISTINE LOUVAR
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5331869
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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PETER L IVANYI
Wealth Management Advisor
- CRD
- #5266135
Connor Ray Edward Tomlinson
--
- CRD
- #6974659
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,186,592 | $420,923 |
| Non-Discretionary | $0 | -- |
| Total | $249,186,592 | $420,923 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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