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Gutt Financial Management, LLC

Gutt Financial Management, LLC. CRD 109270

Gutt Financial Management, LLC logo

CRD: 109270

Gutt Financial Management, LLC

$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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Firm Details

Custodian
TD Ameritrade
Clients
Retail
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.

Reported data analysis

What the numbers show

Between February 10, 2025 and January 22, 2026, reported AUM increased 13.8%, from $142.5M to $162.1M.

Across 5 reported observations, AUM increased 3.4% between March 17, 2022 and January 22, 2026, from $156.8M to $162.1M.

Of the latest reported AUM, 76.2% is discretionary and 23.8% is non-discretionary.

The firm reports 1 advisory representatives and 49 clients, or 49 clients per representative. That equates to $3.3M in reported AUM per client.

The profile lists 1 reported office location and 31 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

64 AVG AGE
$162.1M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
22.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age

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Available data coverage

  • Asset Classes
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

MICHAEL STEVEN GUTT

MICHAEL STEVEN GUTT

Chief Compliance Officer, Consultant, President

CRD
#1233594
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2022
02-07-2023
03-04-2024
02-10-2025
01-22-2026
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

SMA allocation detail is available

Gutt Financial Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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