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 serves individuals, family groups and institutional clients, including employer-sponsored retirement plans, with discretionary and non-discretionary asset and investment management, sub-advisory arrangements, and financial planning. The firm also provides ERISA limited-scope 3(21) fiduciary services for retirement plans and offers educational seminars to non-discretionary group retirement plan clients at no additional fee.
The firm describes a goal-based, top-down investment process that avoids predefined model portfolios and builds customized allocations across near-, mid- and long-term time horizons. Stated strategy sets include Tactical Opportunities (which may employ options alongside stocks, bonds, private equity, real estate and commodities), Core Growth and Diversified Income, and the firm notes use of private debt and other alternative strategies for qualified clients.
Guaranty Private Wealth is majority-owned through Guaranty Investment Corp., a subsidiary of Guaranty Bank and Trust Company, reflecting a direct affiliation with a banking and trust organization that the brochure identifies as part of its corporate structure. The combination of that bank/trust affiliation, the firm’s explicit use of derivatives and alternative private-credit strategies, and its mix of sub-advisory and retirement-plan educational services are presented as features that are less common among similar supported advisers.
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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