{
  "crd_number": 112674,
  "slug": "guided-choice-asset-management-inc-reno-nv-112674",
  "primary_business_name": "GUIDED CHOICE ASSET MANAGEMENT, INC.",
  "legal_name": "GUIDED CHOICE ASSET MANAGEMENT, INC.",
  "dbas": [],
  "city": "Reno",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "39900",
  "metro": {
    "cbsa_code": "39900",
    "common_name": "Reno",
    "msa_name": "Reno, NV",
    "path": "/advisors/nv/reno"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-10-10",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 8549648397.0,
  "raum_discretionary": 8549648397.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 22,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 1064715869.0,
      "count": 59346
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 7484932528.0,
      "count": 25398
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NV"
  ],
  "websites": [
    "https://3nickels.com",
    "https://facebook.com/3NICKELS",
    "https://facebook.com/GUIDEDCHOICE",
    "https://guidedchoice.com",
    "https://instagram.com/3NICKELSFI",
    "https://instagram.com/GUIDEDCHOICE",
    "https://linkedin.com/company/69774196",
    "https://linkedin.com/company/guidedchoice",
    "https://open.spotify.com/user/31qoz4p6czathuzvi44ikiysrnka",
    "https://pinterest.com/GUIDEDCHOICE",
    "https://reddit.com/r/3nickels",
    "https://reddit.com/user/3nickelsfi",
    "https://reddit.com/user/threenickelsapp",
    "https://tiktok.com/@3NICKELSAPP",
    "https://x.com/3NICKELSFI",
    "https://x.com/GUIDEDCHOICE",
    "https://youtube.com/@3NICKELS",
    "https://youtube.com/@GUIDEDCHOICE"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112674",
  "city_as_filed": "RENO",
  "url": "https://advisorcensus.com/firm/guided-choice-asset-management-inc-reno-nv-112674",
  "display_name": "Guided Choice Asset Management, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Guided Choice Asset Management, Inc. (CRD 112674): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Guided Choice Asset Management, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "What does Guided Choice Asset Management, Inc.'s brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Guided Choice Asset Management, Inc. located?",
      "a": "Guided Choice Asset Management, Inc.'s principal office is in Reno, NV, according to its Form ADV."
    },
    {
      "q": "Is Guided Choice Asset Management, Inc. registered with the SEC or a state?",
      "a": "Guided Choice Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 112674."
    },
    {
      "q": "How much does Guided Choice Asset Management, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Guided Choice Asset Management, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Guided Choice Asset Management, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Does Guided Choice Asset Management, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Guided Choice Asset Management, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Guided Choice Asset Management, Inc.'s recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5577829656.0,
      "total_employees": 22,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6653568432.0,
      "total_employees": 21,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6107388811.0,
      "total_employees": 26,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6645705545.0,
      "total_employees": 28,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7652433717.0,
      "total_employees": 23,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 8549648397.0,
      "total_employees": 22,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.45% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.45% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require a minimum balance to use our services and generally do not impose any other conditions to use the services."
        ]
      }
    ],
    "quotes": [
      "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.",
      "We do not require a minimum balance to use our services and generally do not impose any other conditions to use the services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/guided-choice-asset-management-inc-reno-nv-112674.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59346,
      "fewer_than_5": false,
      "raum": 1064715869.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 25398,
      "fewer_than_5": false,
      "raum": 7484932528.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112674",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}