$31.5M Total AUM
$31.5M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-13-2025
- Office Locations
- 1
Office Locations
-- Mohnton PA
About Guidepost Capital Management Group, LLC
Guidepost Capital Management Group, LLC is a Mohnton-based RIA. The firm has been operating for 1 years. Managing $31.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
47 AVG AGE
$31.5M AVG AUM / ADVISOR
$827.8K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Prime signal Element pioneer
Client Personas
Vital
Custodian
Oak Alpha prime Vital
Investment Themes
Fusion Vertex pathway
Investment Vehicles
Vector
Services
Ember Glacier signal Fusion ridge Eagle eagle Momentum oak Insight ember Summit harbor
Owner & Executives
F
FRANCIS GAUGHAN POST
Chief Compliance Officer, Managing Member
- CRD
- #4876871
- Ownership
- 75% or more
(479) 215-2454
bridge.meridian@capitalcapital.com
in linkedin.com/in/focus-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,455,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,455,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,455,000
Equity - Exchange:
21.4% Public Funds:
32.8% Municipal Bonds:
13.2% Cash:
19.7% U.S. Government/Agency:
12.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $412,891,337 | 21.4% |
| Public Funds | $632,842,798 | 32.8% |
| Municipal Bonds | $254,680,638 | 13.2% |
| Cash | $380,091,558 | 19.7% |
| U.S. Government/Agency | $248,892,442 | 12.9% |
| Total | $1,929,398,773 | 100.0% |