Gouws Capital LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 153812
- Registered since
- September 30, 2021
- Website
- www.gouwscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.21%
- Individuals3.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gouws Capital LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2021 and focuses on advisory relationships with individuals and families, offering portfolio management for individuals and small businesses. Its fee arrangements combine a percentage of assets under management with the option for fixed fees. The firm does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Contacts
2 of 2
Justin Brooks
Director of ResearchCRD 6629308
Fanie Gouws
Founder and PrincipalCRD 1408928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$43.8M in ETFs
99%
$43.3M
0%
$482K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $23.9M | 32,340 | 54.62% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 15720 Brixham Hill Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Broyhill Asset Management, LLC
RIACharlotte, NC
Portus Wealth Advisors, LLC
RIACharlotte, NC
IA Network, LLC
RIACharlotte, NC
Octagon Asset Management, LLC
RIACharlotte, NC
Beacon Capital Advisory Group
RIACharlotte, NC
Greenway Wealth Advisors, LLC
RIACharlotte, NC