G
CRD: 291929
Guidesource Capital Management, LLC
Tucson, AZ
5202046798
$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2018
- Office Locations
- 1
Office Locations
-- Tucson AZ
About Guidesource Capital Management, LLC
Guidesource Capital Management, LLC is a Tucson-based RIA. The firm has been operating for 8 years. Managing $11.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
62 AVG AGE
$11.2M AVG AUM / ADVISOR
$933.3K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Glacier ridge Wave north
Investment Themes
North Oak Matrix glacier
Investment Vehicles
Pioneer glacier
Services
North pathway Foundation Glacier Signal
Owner & Executives
J
JOHN NORTHMORE STURTEVANT
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1413167
- Ownership
- 75% or more
(798) 923-5531
matrix.capital@northcapital.com
in linkedin.com/in/insight-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,200,000
U.S. Government/Agency:
12.1% Public Funds:
15.3% Cash:
49.6% Equity - Exchange:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $363,098,662 | 12.1% |
| Public Funds | $459,124,755 | 15.3% |
| Cash | $1,488,404,434 | 49.6% |
| Equity - Exchange | $690,187,541 | 23.0% |
| Total | $3,000,815,392 | 100.0% |