SourcingSourcing

GUIDE ADVISORS, INC.

C23
CRD 281828·SEC 801-135026·BOTHELL, WA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GUIDE ADVISORS, INC.
CRD
281828
SEC file #
801-135026
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
BOTHELL WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningSelection of other advisersEducational Seminars Workshops
Fee basis
Hourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
linkedin.com/company/guideadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GEER, KRISTINE, BETH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GEER, KRISTINE, BETH
GEER, RONALD, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:guide.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4409
Soi Zip Pct 200k Plus
0.219
Soi Zip Returns 200k Plus
3,000
Soi Zip Total AGI
2,068,706
Fdic Zip Total Deposits
11,179,229,000
Fdic Zip Branch Count
232
Fdic Zip Top Banks
Washington Federal Savings and Loan Association
Banner Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Key Bank of WashingtonMill Creek, WA
U.S. Bank of Washington, National AssociationBothell, WA
Fdic Zip HHI
856.95
Fdic Zip Top Bank Share Pct
14.66
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI25,526
Returns2,270
Stub 2
AGI75,033
Returns1,980
Stub 3
AGI119,525
Returns1,930
Soi Zip Total Business Income
40,848
Soi Zip Total Cap Gains
86,442
Soi Zip Total Dividends
33,739
Soi Zip Total Returns
13,700
Top Owner CRD
6222977
Trust Company Affiliate
No

People (5)

5
GEER, KRISTINE, BETH
IAR · Direct Owner · 62.5%
6222977
GEER, RONALD, LEE
IAR · Direct Owner · 62.5%
2763949
JONATHAN ANDREW HERAS
IAR
5825001
RANDALL E DAVEY
IAR
5024690
Todd Michael Seger
IAR
7021817