GuideSource Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,200,000
Clients
12
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$933,333
About
GuideSource Capital Management is a small independent advisory firm that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and conducts asset selection, allocation, and ongoing portfolio monitoring.
The firm uses a wide mix of analytical methods—charting, cyclical, fundamental, quantitative, modern portfolio theory, and technical analysis—and pursues long‑term and short‑term trading alongside options strategies. Its investable universe includes mutual funds, equities, fixed income, real estate funds, annuities, commodities, Treasury‑inflation‑protected bonds, and ETFs (including precious‑metals ETFs), and it may employ covered and uncovered options.
Distinctive operational features include a requirement that clients custody assets at Schwab Institutional and the use of Schwab’s institutional trading, custody, research and technology resources, which can include soft‑dollar benefits that may create potential conflicts of interest. The firm also offers a standalone portfolio analysis and rebalancing engagement for clients who prefer not to enter an ongoing advisory relationship, reflecting its small, discretionary practice serving a limited number of accounts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Fee options
Flat fee for portfolio analysis and re-balancing recommendations: $100 retainer plus up to $400 depending on complexity
$50,000 - $249,000: 1.50% $250,000 - $500,000: 1.00% - 1.50% $500,000 - $999,999: 0.85% - 1.00% $1,000,000 - $2,499,999: 0.75% - 1.00% $2,500,000+: 0.65% - 1.00%
Account minimum: $50,000 Fee-only: Flat fee portfolio analysis and re-balancing recommendations: $100 retainer, up to $400 additional fee depending on portfolio complexity
Main office location
GuideSource Capital Management, LLC
Tucson AZ, United States
Number of offices
1
Most active in
GuideSource Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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