Guided Capital Wealth Management, LLC
● SEC registered since 2024CRD 310056SEC# 801-129612Houston, TX
Reg. AUM
$249.2M
Employees
5
Accounts
592
Location
Houston, TX
Guided Capital Wealth Management, LLC assets under management
Guided Capital Wealth Management, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2024. It reports $249.2 million in regulatory assets under management and employs 5 people.
Guided Capital Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle R Louvar Control | Managing Member | 50-75% | 2018 |
| Nicole Christine Louvar Control | Chief Operating Officer & Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Guided Capital Wealth Management, LLC manage?
Guided Capital Wealth Management, LLC reports $249.2 million in regulatory assets under management on its Form ADV.
How many employees does Guided Capital Wealth Management, LLC have?
Guided Capital Wealth Management, LLC reports 5 employees.
Where is Guided Capital Wealth Management, LLC located?
Guided Capital Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2024.
Does Guided Capital Wealth Management, LLC disclose fund performance?
Guided Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 Greenway Plaza, Suite 1203, Houston, TX 77046 |
| Phone | 832-975-0710 |
| Fax | 832-975-0710 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$249.2M▲ 123%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$249.2Mregulatory AUM
Discretionary $249.2M