William
Alsup

Guidance Capital, Inc

CRD#7560580
Investment Advisor
in Louisville, KY

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About this Advisor

William Alsup is a financial advisor based in Louisville, Kentucky, working with Guidance Capital, Inc. William has previously held positions at Guidance Capital, Inc, Money Concepts Advisory Service, Western Kentucky University, Student, Walmart, Applied Capital, Argi, Clayton And Crume, Rafferty'S, and Private Client Services, LLC. William has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, William is part of Guidance Capital, Inc, which operates out of Louisville, Kentucky. The firm has 9 employees and manages assets totaling $288.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Guidance Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2020 High Wickham Place Suite 200
Louisville, KY 40245

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Guidance Capital, Inc Brokerage Details

Total Assets Under Management

$288,312,717

KY Average: $949,722,027
Total Number of Employees

9

KY Average: 35
Total Number of Accounts

1,675

KY Average: 1,296
Average Account Size

$172,127

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

William Alsup Work History

2024 - Present (0 year)

Private Client Services, LLC

2022 - Present (2 years)

Guidance Capital, Inc

2022 - 2022 (< 1 year)

Money Concepts Advisory Service

2022 - 2022 (< 1 year)

Rafferty'S

2021 - 2021 (< 1 year)

Applied Capital

2021 - 2021 (< 1 year)

Argi

2021 - 2021 (< 1 year)

Clayton And Crume

2018 - 2022 (4 years)

Western Kentucky University

2018 - 2021 (3 years)

Walmart

2011 - 2018 (7 years)

Student

Disclosures

Please visit the SEC profile of William Alsup to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Guidance Capital, Inc

Gregory Ludwig
Louisville, KY
William Alsup
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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