Insights

AUM Opportunity Guidance Capital targets high net worth individuals with immediately investable assets of 500k or more, indicating a fit for premium financial planning, tax optimization, estate planning, and sophisticated investment strategies.

Independent Platform Operating under Money Concepts Broker Dealer provides access to diversified asset classes and institutional-grade strategies, suggesting potential to augment offerings with alternative investments and strategic partnerships.

Local Focus Louisville Kentucky headquarters positions a regional footprint with potential to expand services to nearby markets, cross-sell to small business owners and affluent families seeking comprehensive wealth planning.

Tech Stack Signals Usage of analytics and web technologies such as Google Analytics and modern JS frameworks indicates readiness for data-driven marketing, lead scoring, and targeted client acquisition campaigns.

Revenue Range Current revenue from 1M to 10M with a lean team of 2-10 employees suggests scalable opportunities through scalable advisory platforms, partnerships, and services for high-value clients with efficiency in mind.

Similar companies to Guidance Capital Management Group

Guidance Capital Management Group Tech Stack

Guidance Capital Management Group uses 8 technology products and services including Segment, WooCommerce, Twemoji, and more. Explore Guidance Capital Management Group's tech stack below.

  • Customer Data Platforms
  • E-commerce
  • Twemoji
    Font Scripts
  • RequireJS
    Javascript Frameworks
  • TweenMax
    Javascript Frameworks
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • prettyPhoto
    Web Tools And Plugins

Guidance Capital Management Group's Email Address Formats

Guidance Capital Management Group uses at least 5 email formats:
Guidance Capital Management Group Email FormatsExamplePercentage
Last@guidancecmg.comDoe@guidancecmg.com
100%
FLast@moneyconcepts.comJDoe@moneyconcepts.com
90%
First@moneyconcepts.comJohn@moneyconcepts.com
8%
LFirst@moneyconcepts.comDJohn@moneyconcepts.com
1%
FMiddleLast@moneyconcepts.comJMichaelDoe@moneyconcepts.com
1%

Frequently Asked Questions

What is Guidance Capital Management Group's phone number?

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You can contact Guidance Capital Management Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Guidance Capital Management Group's official website and social media links?

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Guidance Capital Management Group's official website is guidancecmg.com and has social profiles on LinkedIn.

How much revenue does Guidance Capital Management Group generate?

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As of July 2026, Guidance Capital Management Group's annual revenue is estimated to be $1M - $10M.

What is Guidance Capital Management Group's NAICS code?

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Guidance Capital Management Group's NAICS code is 52 - Finance and Insurance.

How many employees does Guidance Capital Management Group have currently?

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As of July 2026, Guidance Capital Management Group has approximately 6 employees across 1 continents, including North America. Key team members include Receptionist: C. B. Explore Guidance Capital Management Group's employee directory with LeadIQ.

What industry does Guidance Capital Management Group belong to?

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Guidance Capital Management Group operates in the Financial Services industry.

What technology does Guidance Capital Management Group use?

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Guidance Capital Management Group's tech stack includes Segment, WooCommerce, Twemoji, RequireJS, TweenMax, Bootstrap, Google Analytics and prettyPhoto.

What is Guidance Capital Management Group's email format?

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Guidance Capital Management Group's email format typically follows the pattern of Last@guidancecmg.com. Find more Guidance Capital Management Group email formats with LeadIQ.

When was Guidance Capital Management Group founded?

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Guidance Capital Management Group was founded in 2007.
Guidance Capital Management Group logo

Guidance Capital Management Group

Financial ServicesKentucky, United States2-10 Employees

Guidance Capital Management Group is a financial services firm based in Louisville, Kentucky, offering comprehensive financial planning and wealth management for individuals, families, and small businesses. The firm emphasizes constructing plans that address immediate needs, insurance and estate planning documents, and an investment strategy aligned with current resources and future income to meet long-term goals such as retirement and legacy objectives. By considering factors across the financial spectrum—from taxes to special needs—the company positions itself as an advisor focused on tailoring and evolving a client’s plan over time. Its approach targets clients with substantial investable assets or high income who can benefit from sophisticated tax management and diversified investment strategies within an independent broker-dealer framework. The organization operates from its Louisville location, highlighting its focus on delivering personalized planning and ongoing performance assessment for long-term financial well-being.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Guidance Capital Management Group's revenue is estimated to be in the range of $1M - $10M

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