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GUIDANCE INVESTMENT ADVISORS, LLC

ELKHART, IN · CRD 154644 · IAPD ↗ · guidancewealth.com · 574-333-2083

$307.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — GUIDANCE INVESTMENT ADVISORS, LLC (ELKHART, IN) left the SEC roster (was $307.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.