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GUIDESTREAM FINANCIAL, INC.
CRD 150890File 801-70418
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$263.5M
Below cohort median (national)
Discretionary AUM
$247.0M
Non-discretionary $16.4M
Clients
882
1,710 accounts
Employees
9
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 24, 2009
- Principal office
- 8050 SPRING ARBOR ROAD, SPRING ARBOR, MI, 49283
- Phone
- (517) 750-2727
- Website
- HTTPS://WWW.FMFINANCIAL.ORG
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $263.5M
- Discretionary AUM
- $247.0M
- Non-discretionary AUM
- $16.4M
- Discretionary accounts
- 1,598
- Non-discretionary accounts
- 112
- Total accounts
- 1,710
- AUM per client
- $299K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $27K |
| Charitable organizations | 28 | $54.8M |
| High net worth individuals | 39 | $75.2M |
| Individuals (other than high net worth individuals) | 815 | $133.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.