# Guidance Investments, LLC

> Guidance Investments, LLC is a state-registered investment advisory firm in Reston, VA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 119897
- Filed as: GUIDANCE INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Reston, VA
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119897
- AdvisorCensus page: https://advisorcensus.com/firm/guidance-investments-llc-reston-va-119897

## Quick answers

**How is Guidance Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Guidance Investments, LLC reports these compensation arrangements: performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Guidance Investments, LLC located?**
Guidance Investments, LLC's principal office is in Reston, VA, according to its Form ADV.

**Is Guidance Investments, LLC registered with the SEC or a state?**
Guidance Investments, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 119897.

**How much does Guidance Investments, LLC manage?**
Guidance Investments, LLC reports $5,697,449 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**What types of clients does Guidance Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Guidance Investments, 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/119897

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $5,697,449
- Discretionary: $5,697,449
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,697,449 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- guidanceinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guidance Investments, LLC (CRD 119897): Form ADV filing data as of October 2026.