# Guelich Capital Management, LLC

> Guelich Capital Management, LLC is a state-registered investment advisory firm in Roanoke, VA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 140505
- Filed as: GUELICH CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roanoke, VA
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140505
- AdvisorCensus page: https://advisorcensus.com/firm/guelich-capital-management-llc-roanoke-va-140505

## Quick answers

**How is Guelich Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Guelich Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Guelich Capital Management, LLC located?**
Guelich Capital Management, LLC's principal office is in Roanoke, VA, according to its Form ADV.

**Is Guelich Capital Management, LLC registered with the SEC or a state?**
Guelich Capital Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 140505.

**How much does Guelich Capital Management, LLC manage?**
Guelich Capital Management, LLC reports $109,238,853 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (91% discretionary).

**What types of clients does Guelich Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (31).

**Does Guelich Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140505

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $109,238,853
- Discretionary: $99,596,382
- Non-discretionary: $9,642,471

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $29,728,521 |
| High net worth individuals | 31 | $79,510,332 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- guelichcapital.com
- Facebook @GUELICHCAPITAL
- LinkedIn @connieguelich

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guelich Capital Management, LLC (CRD 140505): Form ADV filing data as of October 2026.