Guild Investment Management, Inc.
- Regulatory AUM
- $185M
- Discretionary
- $185M
- Clients
- 90
- Avg AUM / client
- $2.1M
- Accounts
- 211
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $8.9M | 4.82% |
| High net worth individuals | 60 | $175M | 94.7% |
| Pension and profit sharing plans | 1 | $146K | 0.08% |
| Charitable organizations | 1 | $762K | 0.41% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Montague Nmi Guild,Jr. | Founder | Jan 1978 (49y) | 10% – 25% | |
| Anthony Rutherford Danaher | President, Chief Compliance Officer | Jul 1994 (32y) | 50% – 75% | |
| Von Abele, Bronwyn, Ila Guild | Vice President | Oct 2019 (7y) | 25% – 50% | |
| Von Abele, Rudolph, Radama | Executive Vice President | Feb 2022 (5y) | 10% – 25% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Citigroup Global Markets Inc. $93.2M (50% of AUM) Mar 2026
- Charles Schwab & Co. $50.7M (27% of AUM) Mar 2026
- National Financial Services (Fidelity) $8.0M (4% of AUM) Mar 2026
- RBC $187K (0% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗