$162.1M Total AUM
$123.5M Disc. AUM
6.3% 3Y CAGR
2 Employees
49 ADV. Clients
31 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Pathway delta
- Established Date
- 01-18-1995
- Office Locations
- 1
Office Locations
3414 Peachtree Road NE 103 Monarch Plaza Atlanta GA
About Gutt Financial Management, LLC
Gutt Financial Management is an Atlanta-based boutique founded in 1986 by Michael S. Gutt (J.D., LL.M.) providing ongoing financial, tax, and investment counseling for individuals. The firm sells no products—only services—emphasizing objective, highly accessible, customized advice. Portfolios are primarily implemented with ETFs and custodied at TD Ameritrade.
Team overview
64 AVG AGE
$162.1M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
22.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Unison Frontier vertex
Custodian
Beacon fusion
Investment Themes
Value Focus pathway
Investment Vehicles
Radial
Services
Bridge Glacier Unison prime Prime eagle Atlas Ridge momentum Glacier Vital Foundation
Technology
Frontier prime
Owner & Executives
MICHAEL STEVEN GUTT
Chief Compliance Officer, Consultant, President
- CRD
- #1233594
- Ownership
- 75% or more
(423) 377-5358
element.vital@pioneercapital.com
in linkedin.com/in/wave-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,503,804 | $908,116 |
| Non-Discretionary | $38,566,210 | $727,664 |
| Total | $162,070,014 | $857,513 |
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Separately Managed Accounts
Total SMA Asset: $162,070,014
Equity - Exchange:
76.7% Cash:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,655,152,108 | 76.7% |
| Cash | $1,717,927,564 | 23.3% |
| Total | $7,373,079,672 | 100.0% |