Guaranty Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,369,122
Total clients
35
63% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
18
Average account size
$2,324,832
About
Guaranty Private Wealth provides investment management, financial planning and sub‑advisory services to individuals, family groups and institutional clients, including employer‑sponsored retirement plans. The firm offers both discretionary and non‑discretionary portfolio management, complementary financial planning by a CFP® professional, and educational seminars for retirement plan participants at no additional fee when requested by plan sponsors.
The firm employs a goal‑based, top‑down investment process that produces customized portfolios rather than predefined model allocations, generally combining equities, fixed income, cash and alternative strategies to pursue conservative long‑term growth. Its stated strategy menu includes Tactical Opportunities (which can incorporate options), Core Growth and Diversified Income, and the firm uses a proprietary scoring approach when advising retirement plan menus.
Guaranty Private Wealth is an affiliate of Guaranty Investment Corp. and Guaranty Bank and Trust Company, a corporate and banking affiliation described in the brochure that is uncommon among similarly sized supported advisers. The firm reports approximately $86.5 million in regulatory assets under management and, relative to peers, is notable for its bank/trust affiliation, its inclusion of derivatives in certain strategies, and its explicit ERISA 3(21) limited‑scope role and participant education offerings for retirement plans.
Client services
Expertise
Occupation focus
Fee options
$0.00 - $1,000,000.00: 1.00% $1,000,000.01 - $2,500,000.00: 0.80% $2,500,000.01 - $5,000,000.00: 0.60% $5,000,000.01 - $7,500,000.00: 0.50% $7,500,000.01+: 0.40%
Main office location
Guaranty Private Wealth
405 W Parkway Pl
Ridgeland MS 39157, United States
Number of offices
2
Most active in
Arkansas · Louisiana · Mississippi · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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