Guidance Investment Advisors, LLC
CRD 154644SEC# 801-71735Elkhart, IN
No longer SEC-registered. Guidance Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$307.6M
Employees
5
Accounts
406
Location
Elkhart, IN
Guidance Investment Advisors, LLC assets under management
Guidance Investment Advisors, LLC is an SEC-registered investment adviser based in Elkhart, IN. It reports $307.6 million in regulatory assets under management and employs 5 people.
Guidance Investment Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Suzanne McSorley | Owner | Under 5% | 2013 |
| John Ferrell McSorley Control | Manager | Over 75% | 2010 |
| Maureen Alice Teunissen Control | Cco | Under 5% | 2017 |
Frequently asked questions
How much does Guidance Investment Advisors, LLC manage?
Guidance Investment Advisors, LLC reports $307.6 million in regulatory assets under management on its Form ADV.
How many employees does Guidance Investment Advisors, LLC have?
Guidance Investment Advisors, LLC reports 5 employees.
Where is Guidance Investment Advisors, LLC located?
Guidance Investment Advisors, LLC is based in Elkhart, IN.
Does Guidance Investment Advisors, LLC disclose fund performance?
Guidance Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3140 Windsor Court, Elkhart, IN 46514 |
| Office hours | 8 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$307.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$307.6Mregulatory AUM
Discretionary $307.6M