Data / Investment advisers / Michigan / Guidestream Financial, Inc.
Guidestream Financial, Inc., Spring Arbor, MI: $263 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Guidestream Financial, Inc. is an SEC registered investment adviser with its main office in Spring Arbor, Michigan and reports $263 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Guidestream Financial, Inc. (CRD number 150890): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 150890
- SEC file number
- 801-70418
- SEC status
- Approved, effective August 24, 2009
- Main office
- 8050 Spring Arbor Road, Spring Arbor, MI 49283
- Phone
- (517) 750-2727
- Website
- guidestreamfinancial.com
- Regulatory AUM
- $263,463,837 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $247,045,485
- Non discretionary AUM
- $16,418,352
- Accounts
- 1,710
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 815 | $133.5 million |
| High net worth individuals | 39 | $75.2 million |
| Charitable organizations | 28 | $54.8 million |
| Corporations or other businesses | Fewer than 5 | $27,309 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $263.5 million | March 22, 2026 |
| December 1, 2025 | $217.2 million | October 21, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| JFR Financial Services, Inc. | Trenton | $276.6 million | Not listed | adviserinfo.sec.gov |
| Firstmetric | Troy | $272.1 million | Not listed | adviserinfo.sec.gov |
| True Blue Financial, LLC | Stevensville | $271.5 million | Not listed | adviserinfo.sec.gov |
| Daus Financial Group, LLC | Kalamazoo | $270.5 million | Not listed | adviserinfo.sec.gov |
| Beringea, LLC | Farmington Hills | $269.9 million | 4 | adviserinfo.sec.gov |
| Plante Moran Real Estate Investment Advisors | Southfield | $261.3 million | Not listed | adviserinfo.sec.gov |
| Nantucket Multi Managers, LLC | Bloomfield Hills | $260.2 million | 3 | adviserinfo.sec.gov |
| RFM Financial Solutions, LLC | Mt. Pleasant | $260.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Guidestream Financial, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.