Gould Capital, LLC
Firm details
- Headquarters
- Tacoma, Washington
- CRD number
- 300609
- Registered since
- March 8, 2019
- Website
- gouldcapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.63%
- Individuals22.4%
- Corporations / Businesses5.93%
- Pension & Profit Sharing Plans1.8%
- Charitable Organizations1.24%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Gould Capital, LLC is a privately held advisory firm organized as an LLC and SEC-registered since 2019. The firm serves both individual and family clients as well as institutional accounts, offering portfolio management for individuals and small businesses alongside pension consulting services. Its fees are a mix of asset-based charges, hourly fees and fixed-fee arrangements. Gould Capital reports that it does not position itself as an active ESG investor and operates under a single-state adviser model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents6%
- Sovereign Bonds5%
- US Government Bonds1%
Contacts
3 of 4
Charles Gould
PartnerCRD 802733
John Gould
PartnerCRD 2620113
Jennifer Emmons Carlson
Client Relationship ManagerCRD 4321549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$91.1M in ETFs
94%
$85.2M
0%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $18.6M | 260,383 | 20.37% |
Location
Tacoma, WA
Pierce
Location
Tacoma, WA
Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Pierce
- Address
- 2323 N 31st St
- Time zone
- PT (UTC-8)
- Office locations
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