G
Guernica Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,728,453
Clients
39
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$454,576
About
Guernica Capital is a solo independent investment adviser that manages about $17.7 million on behalf of roughly 39 clients. The firm provides fee-only, discretionary and non-discretionary portfolio management and personalized investment advice primarily for individuals, high-net-worth clients and charitable organizations.
The firm acts as a fiduciary and seeks to tailor allocations to each client’s objectives, primarily using ETFs, mutual funds, individual equities and fixed income. Its process combines fundamental, technical and cyclical analysis, favors long-term purchases while allowing limited trading and offers asset-allocation models (Income, Conservative, Moderate, Aggressive) designed to align with Rule 3a-4 requirements.
A distinctive feature is that the firm’s principal concurrently serves full time in a managerial investment role at a state endowment investment board, with responsibilities that have included oversight of a land‑grant endowment and reserves for a state insurance fund; that institutional experience and prior roles in portfolio management and finance inform the adviser’s work. The combination of a small, solo practice with active institutional‑investment experience and service to charitable organizations differentiates the firm from many independent advisers.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001+: Negotiable
Account minimum: $100,000 Minimum fee: Minimum annual management fee of $1,000, which may be higher than the standard fee schedule and will not exceed 2% of assets under management. Fee-only: Investment advisory services on a fee-only basis.
Main office location
Guernica Capital
4100 E. Wildhorse Lane
Boise ID 83712, United States
Number of offices
1
Most active in
Guernica Capital has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate 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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