SourcingSourcing

CONSTANT GUIDANCE FINANCIAL, LLC

B58
CRD 172612·SEC 801-128132·NORTH ATTLEBORO, MA
AUM
$198.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$594K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONSTANT GUIDANCE FINANCIAL, LLC
CRD
172612
SEC file #
801-128132
EIN
465690001
DBA names
—

Economics

AUM
$198.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$165.2M → $198.0M▲ +20%
Client mix
Individuals Other164
Individuals High Net Worth75
Corporations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
NORTH ATTLEBORO MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
facebook.com/cgfadvisor(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ZIDES, MITCHELL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ZIDES, MITCHELL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001995383
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-10-11
Edgar Last Filing Date
2026-05-18
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-05-18
Accession0001995383-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.386
Soi Zip Pct 200k Plus
0.1579
Soi Zip Returns 200k Plus
180
Soi Zip Total AGI
126,287
Fdic Zip Total Deposits
2,558,787,000
Fdic Zip Branch Count
52
Fdic Zip Top Banks
Citizens Bank, National Association
Bristol County Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1 NORTH AVEATTLEBORO FALLS, MA 02763
Business
1 NORTH AVEATTLEBORO FALLS, MA 02763
Edgar EIN
465690001
Edgar Recent Filings
13F-HR2026-05-18 · 0001995383-26-000004
13F-HR2026-02-10 · 0001995383-26-000003
Fdic Zip Branches Raw
New Bedford Institution for SavingsNorth Attleboro, MA
Fleet Bank of Massachusetts, National AssociationNorth Attleboro, MA
Fdic Zip HHI
2051.27
Fdic Zip Top Bank Share Pct
31.78
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,088
Returns270
Stub 2
AGI6,134
Returns170
Stub 3
AGI9,888
Returns160
Soi Zip Total Business Income
2,567
Soi Zip Total Cap Gains
4,332
Soi Zip Total Dividends
1,699
Soi Zip Total Returns
1,140
Top Owner CRD
2971097
Trust Company Affiliate
No

People (1)

1
ZIDES, MITCHELL
IAR · Direct Owner · 87.5%
2971097