Guelich Capital Management, LLC (Roanoke)

Name: Guelich Capital Management, LLC
Address: 1401 Franklin Road, Sw, Roanoke, VA, 24016
Telephone: 540-772-4545

Guelich Capital Management, LLC is an adviser based in Roanoke. It manages $46.36 million of regulatory assets for 201 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Texas, and Virginia.

Guelich Capital Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Guelich Capital Management: assets under management

The assets under management (AUM) of Guelich Capital Management, LLC is $46.36 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.96 million in discretionary accounts and $2.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $254.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $85.6 thousand.

Guelich Capital Management has custody of $46.36 million in cash and securities for 201 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Guelich Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Guelich Capital Management, LLC

Connie Cross Guelich has been acting as President since 1 Apr 2006. Robert Steven Guelich joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Connie Cross Guelich	President/chief compliance officer	1 Apr 2006	75% - 100%	1106380
Robert Steven Guelich	Vice president	1 Apr 2006	Other	4185084

Based in Roanoke

The principal office where Guelich Capital Management, LLC performs its advisory services is located at 1401 Franklin Road, Sw, Roanoke, VA 24016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-772-4545 or by fax 540-772-9441. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.guelichcapital.com.