Overview
Assets Under Management: $175 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 52
Average Client Assets: $2.3 million
Frequently Asked Questions
GOULD CAPITAL, LLC 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 #300609), GOULD CAPITAL, LLC is subject to fiduciary duty under federal law.
GOULD CAPITAL, LLC is headquartered in TACOMA, WA.
GOULD CAPITAL, LLC serves 52 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, GOULD CAPITAL, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
GOULD CAPITAL, LLC manages $175 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, GOULD CAPITAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.63%
Average Client Assets: $2.3 million
Total Client Accounts: 383
Discretionary Accounts: 382
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 300609
Filing ID: 2069136
Last Filing Date: 2026-03-26 07:40:59