Nicole C. Louvar

GUIDED CAPITAL WEALTH MANAGEMENT

Houston, TX 77046

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CRD#: 5331869

Professional summary

Nicole Christine Louvar, AIF®, who also goes by Nicole Christine Van Dyke, is a registered financial advisor currently at GUIDED CAPITAL WEALTH MANAGEMENT, LLC located in Houston, Texas.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nicole has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicole Christine Van Dyke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Christine Louvar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 16, 2020 - Present

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

Office #1: 24 Greenway Plaza Suite 1203, Houston, TX 77046

RIA

CRD#: 310056

Houston, TX

Past

July 16, 2019 - November 30, 2020

MERIT FINANCIAL ADVISORS

RIA

CRD#: 142457

HOUSTON, TX

Past

May 20, 2019 - August 5, 2019

LIFESTYLE PLANNING SOLUTIONS, LLC

RIA

CRD#: 164456

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 310056 / SEC#: 801-129612

RIA

Registered Investment Advisory firm - (3/11/2024 Approved)

Arizona

Registered Investment Advisory firm - (5/13/2024 Terminated)

Colorado

Registered Investment Advisory firm - (5/15/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/13/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(10/16/2020)

IAR

Texas
(9/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/20/2019

Uniform Investment Adviser Law Examination

Current Firm

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 310056 / SEC#: 801-129612

RIA

Registered Investment Advisory firm - (3/11/2024 Approved)

Arizona

Registered Investment Advisory firm - (5/13/2024 Terminated)

Colorado

Registered Investment Advisory firm - (5/15/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/13/2024 Terminated)

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Contact information

Main Address

24 Greenway Plaza Suite 1203, Houston, TX 77046

Mailing Address

Phone number

(832) 975-0710

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - GUIDE CAPITAL WEALTH MANAGEMENT (3/3/2025)

ADV PART 2A- GUIDED CAPITAL WEALTH MANAGEMENT, LLC (3/3/2025)

Regulatory assets under management

Total Number of Accounts	484
AUM (Assets Under Management)	$ 250,191,882

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicole C. Louvar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Christine Louvar's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

MERIT FINANCIAL ADVISORS

LIFESTYLE PLANNING SOLUTIONS, LLC

Primary Firm SEC Registration

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2019

Current Firm

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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