GUIDANCE INVESTMENT ADVISORS, LLC
CRD #154644 SEC #801-71735 ELKHART, IN 574-333-2083
SEC Registered
Total AUM
$307.6M
Discretionary
$307.6M
Employees
5
Clients
10
Accounts
406
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $307.6M | $307.6M | $0 | 5 | 0 |
| Mar 2024 | $272.2M | $272.2M | $0 | 5 | 0 |
| Mar 2023 | $283.5M | $282.3M | $1.2M | 5 | 0 |
| Jun 2022 | $257.1M | $254.7M | $2.3M | 5 | 0 |
| Mar 2022 | $257.1M | $254.7M | $2.3M | 5 | 0 |
| Mar 2021 | $206.5M | $204.4M | $2.1M | 5 | 0 |
| Jul 2020 | $180.5M | $122.9M | $57.6M | 5 | 0 |
| Jun 2020 | $180.5M | $122.9M | $57.6M | 5 | 0 |
| Mar 2020 | $180.5M | $122.9M | $57.6M | 5 | 0 |
| Dec 2019 | $143.2M | $103.8M | $39.4M | 5 | 0 |
| Aug 2019 | $143.2M | $103.8M | $39.4M | 6 | 0 |
| Mar 2019 | $143.2M | $103.8M | $39.4M | 6 | 0 |
| Mar 2018 | $144.3M | $113.6M | $30.7M | 7 | 0 |
| Sep 2017 | $123.2M | $99.6M | $23.6M | 6 | 300 |
| Jul 2017 | $123.2M | $99.6M | $23.6M | 6 | 300 |
| Mar 2017 | $123.2M | $99.6M | $23.6M | 6 | 300 |
| Nov 2016 | $117M | $97.2M | $19.8M | 5 | 300 |
| Feb 2016 | $117M | $97.2M | $19.8M | 7 | 300 |
| Apr 2015 | $122.8M | $105.6M | $17.2M | 7 | 300 |
| Mar 2015 | $122.8M | $105.6M | $17.2M | 7 | 300 |
| Mar 2014 | $124.3M | $109M | $15.3M | 8 | 300 |
| Jul 2013 | $113.1M | $101.1M | $12.1M | 7 | 200 |
| Mar 2013 | $113.1M | $101.1M | $12.1M | 7 | 200 |
| Nov 2012 | $102.5M | $90.3M | $12.2M | 7 | 200 |
| Nov 2012 | $102.5M | $90.3M | $12.2M | 7 | 200 |
| Mar 2012 | $102.5M | $90.3M | $12.2M | 6 | 200 |
| Jun 2011 | $126.8M | $113.3M | $13.5M | 10 | -- |
| Mar 2011 | $126.8M | $113.3M | $13.5M | 10 | -- |
| Sep 2010 | $126.1M | $126.1M | $0 | 5 | -- |
| Sep 2010 | $126.1M | $126.1M | $0 | 5 | -- |
| Sep 2010 | $126.1M | $126.1M | $0 | 5 | -- |
| Aug 2010 | $126.1M | $126.1M | $0 | 5 | -- |
| Jul 2010 | $126.1M | $126.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$307.6M
Discretionary$307.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$283.5M
Discretionary$282.3M
Non-Disc.$1.2M
Employees5
Clients0
DateJun 2022
Total AUM$257.1M
Discretionary$254.7M
Non-Disc.$2.3M
Employees5
Clients0
DateMar 2022
Total AUM$257.1M
Discretionary$254.7M
Non-Disc.$2.3M
Employees5
Clients0
DateMar 2021
Total AUM$206.5M
Discretionary$204.4M
Non-Disc.$2.1M
Employees5
Clients0
DateJul 2020
Total AUM$180.5M
Discretionary$122.9M
Non-Disc.$57.6M
Employees5
Clients0
DateJun 2020
Total AUM$180.5M
Discretionary$122.9M
Non-Disc.$57.6M
Employees5
Clients0
DateMar 2020
Total AUM$180.5M
Discretionary$122.9M
Non-Disc.$57.6M
Employees5
Clients0
DateDec 2019
Total AUM$143.2M
Discretionary$103.8M
Non-Disc.$39.4M
Employees5
Clients0
DateAug 2019
Total AUM$143.2M
Discretionary$103.8M
Non-Disc.$39.4M
Employees6
Clients0
DateMar 2019
Total AUM$143.2M
Discretionary$103.8M
Non-Disc.$39.4M
Employees6
Clients0
DateMar 2018
Total AUM$144.3M
Discretionary$113.6M
Non-Disc.$30.7M
Employees7
Clients0
DateSep 2017
Total AUM$123.2M
Discretionary$99.6M
Non-Disc.$23.6M
Employees6
Clients300
DateJul 2017
Total AUM$123.2M
Discretionary$99.6M
Non-Disc.$23.6M
Employees6
Clients300
DateMar 2017
Total AUM$123.2M
Discretionary$99.6M
Non-Disc.$23.6M
Employees6
Clients300
DateNov 2016
Total AUM$117M
Discretionary$97.2M
Non-Disc.$19.8M
Employees5
Clients300
DateFeb 2016
Total AUM$117M
Discretionary$97.2M
Non-Disc.$19.8M
Employees7
Clients300
DateApr 2015
Total AUM$122.8M
Discretionary$105.6M
Non-Disc.$17.2M
Employees7
Clients300
DateMar 2015
Total AUM$122.8M
Discretionary$105.6M
Non-Disc.$17.2M
Employees7
Clients300
DateMar 2014
Total AUM$124.3M
Discretionary$109M
Non-Disc.$15.3M
Employees8
Clients300
DateJul 2013
Total AUM$113.1M
Discretionary$101.1M
Non-Disc.$12.1M
Employees7
Clients200
DateMar 2013
Total AUM$113.1M
Discretionary$101.1M
Non-Disc.$12.1M
Employees7
Clients200
DateNov 2012
Total AUM$102.5M
Discretionary$90.3M
Non-Disc.$12.2M
Employees7
Clients200
DateNov 2012
Total AUM$102.5M
Discretionary$90.3M
Non-Disc.$12.2M
Employees7
Clients200
DateMar 2012
Total AUM$102.5M
Discretionary$90.3M
Non-Disc.$12.2M
Employees6
Clients200
DateJun 2011
Total AUM$126.8M
Discretionary$113.3M
Non-Disc.$13.5M
Employees10
Clients--
DateMar 2011
Total AUM$126.8M
Discretionary$113.3M
Non-Disc.$13.5M
Employees10
Clients--
DateSep 2010
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees5
Clients--