Overview
Assets Under Management: $280 million
High-Net-Worth Clients: 20
Average Client Assets: $2.6 million
Frequently Asked Questions
GOLDSTEIN CAPITAL CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126146), GOLDSTEIN CAPITAL CORP. is subject to fiduciary duty under federal law.
GOLDSTEIN CAPITAL CORP. serves 20 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, GOLDSTEIN CAPITAL CORP. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GOLDSTEIN CAPITAL CORP. manages $280 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, GOLDSTEIN CAPITAL CORP. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.77%
Average Client Assets: $2.6 million
Total Client Accounts: 42
Discretionary Accounts: 42
Regulatory Filings
CRD Number: 126146
Filing ID: 2053561
Last Filing Date: 2026-03-18 16:09:07