Golden State Capital Inc.

Overview

Golden State Capital Inc. is structured as a corporation owned by an individual and focuses on portfolio management for individuals and small businesses. The firm bills clients using a percentage-of-assets model and can also invoice for time on an hourly basis. Regulatory details in the record are limited — the year of SEC registration is not listed — and the firm is not identified as a multi-state adviser, a pension consultant, or a related adviser. The firm is not flagged as an active ESG investor and is not described as a capital allocator. The available information positions Golden State Capital as a small, privately controlled advisory practice that offers discretionary or non-discretionary portfolio management to private clients rather than institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices