Guidance Capital, Inc.
Guidance Capital, Inc. is a registered investment adviser headquartered in Louisville, Kentucky. Founded in 2005 and SEC-registered since 2022, Guidance Capital provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. The firm is owned and operated by Stephen R. Gibson, CPA, and Beau J. Handy, CFP, CFS, who lead a team with over fifty years of combined industry experience. Guidance Capital combines the expertise of financial planners, CPAs, and supporting staff to offer comprehensive planning solutions across investment, tax, estate, and insurance domains. The firm is independent, emphasizing a client-focused approach and fiduciary duty to mitigate conflicts of interest, and currently manages over $250 million in assets.
Investment Strategy
Guidance Capital builds tailored client strategies based on defined goals, timeline, risk tolerance, and financial circumstances. Their investment approach follows four key pillars: simplicity, repeatability, transparency, and cost-effectiveness. Portfolios are constructed with academic, evidence-based methodologies designed to deliver consistent returns and reduced volatility versus complex, speculative, or trend-driven solutions. Investment management includes ongoing oversight, strategic asset allocation, periodic performance review, and a balanced focus on both growth and principal protection. The firm’s independence allows customized portfolio solutions and prevents the use of proprietary managers or products pushed by outside entities.
Top Holdings
Equity Positions (203)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 11.16% | $39.1M | 62,896 | $610.95 | $617.85 | +$37.7M |
S SHV | ISHARES TR | 9.33% | $32.7M | 297,098 | $110.34 | $110.42 | -$34.5M |
I IEFA | ISHARES TR | 4.13% | $14.5M | 177,155 | $75.65 | $83.48 | -$66.6K |
I IEMG | ISHARES INC | 3.91% | $13.7M | 229,043 | $54.03 | $60.03 | +$1.1M |
G GSY | INVESCO ACTIVELY MANAGED EXC | 2.87% | $10.1M | 200,287 | $49.84 | $50.14 | +$136.7K |