AdvisorCensus / Financial advisors / Nevada / Reno / Guided Choice Asset Management, Inc.
Guided Choice Asset Management, Inc.
Filed as GUIDED CHOICE ASSET MANAGEMENT, INC.
Guided Choice Asset Management, Inc. is an SEC-registered investment advisory firm in Reno, NV, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Guided Choice Asset Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Guided Choice Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
What does Guided Choice Asset Management, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 0.45% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Guided Choice Asset Management, Inc. located?
Guided Choice Asset Management, Inc.'s principal office is in Reno, NV, according to its Form ADV.
Is Guided Choice Asset Management, Inc. registered with the SEC or a state?
Guided Choice Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 112674.
How much does Guided Choice Asset Management, Inc. manage?
Guided Choice Asset Management, Inc. reports $8,549,648,397 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Guided Choice Asset Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Guided Choice Asset Management, Inc.: Regulatory assets under management: $5,577,829,656 in the October 2021 data and $8,549,648,397 in the October 2026 data, up 53%. Total employees: 22 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Guided Choice Asset Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59,346); pension and profit sharing plans (but not the plan participants or government pension plans) (25,398).
Does Guided Choice Asset Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112674
Does Guided Choice Asset Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We do not require a minimum balance to use our services and generally do not impose any other conditions to use the services."
What changed in Guided Choice Asset Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $7,652,433,717 to $8,549,648,397 (+12%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 0.45% of assets a year (the maximum the brochure states)
The brochure's wording
Managed account fees are typically assessed as an annual percentage of assets under management and are usually up to 0.45%. Fees are prorated and billed quarterly based on the account balance at the time of billing.
Account minimum: None
The brochure's wording
We do not require a minimum balance to use our services and generally do not impose any other conditions to use the services.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$8,549,648,397 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (23 years)
- Employees
- Total: 22. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $8,549,648,397 | 22 | March 27, 2026 |
| October 2025 | $7,652,433,717 | 23 | March 28, 2025 |
| October 2024 | $6,645,705,545 | 28 | March 25, 2024 |
| October 2023 | $6,107,388,811 | 26 | March 28, 2023 |
| October 2022 | $6,653,568,432 | 21 | March 30, 2022 |
| October 2021 | $5,577,829,656 | 22 | March 30, 2021 |
Regulatory assets under management: $5,577,829,656 in the October 2021 data and $8,549,648,397 in the October 2026 data, up 53%.
Total employees: 22 in October 2021 and 22 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $7,652,433,717 to $8,549,648,397 (+12%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Guided Choice Asset Management, Inc. (CRD 112674): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/guided-choice-asset-management-inc-reno-nv-112674