GuideSource Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,000,000
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$800,000
About
GuideSource Capital Management, LLC provides discretionary portfolio management to individual and high‑net‑worth clients and prepares an Investment Policy Statement for each client. The firm advises across mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds, annuities, commodities and options.
Its investment process draws on multiple analytical techniques — charting, cyclical, fundamental, quantitative and technical analysis — and it implements long‑term and short‑term trading as well as options strategies, including covered and uncovered positions. Accounts are managed under discretionary authority with monthly reviews by the adviser and quarterly custodian reporting.
The firm manages about $8 million for roughly ten clients, yielding a small, concentrated client base compared with many peers. GSCM requires clients to use Schwab Institutional custody (and may receive related research/soft‑dollar services) and also offers a flat‑fee portfolio analysis option that begins with a $100 retainer and, per the brochure, does not permit clients to retain the prepared document if they elect not to implement the recommendations.
Client services
Expertise
Fee options
$100 retainer plus up to $400 depending on portfolio complexity for portfolio analysis and re-balancing recommendations
$50,000 - $249,000: 1.50% $250,000 - $500,000: 1.00% - 1.50% $500,000 - $999,999: 0.85% - 1.00% $1,000,000 - $2,499,999: 0.75% - 1.00% $2,500,000+: 0.65% - 1.00%
Account minimum: $50,000
Main office location
GuideSource Capital Management, LLC
Tucson AZ, United States
Number of offices
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")