Goydas Capital Investment Management, LLC

RIASEC Registered
Total AUM
$21.8M
Discretionary
$21.8M
100% of AUM
Avg account
$412K
Accounts
53
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
305028
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI94.41%
  • Individuals5.59%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Goydas Capital Investment Management, LLC is an independent RIA organized as an LLC that focuses on advising individuals and families. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm offers multiple billing arrangements — percentage-of-assets, hourly, fixed-fee engagements and performance-based fees — allowing flexibility to match client needs. The firm is not described as an active ESG investor. Its reported industry roles include serving as an insurance sponsor and participating as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Cash & Cash Equivalents 20%, Derivatives 2%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents20%
  • Derivatives2%

Owners & executives

2 of 2
  • Sarah Gilner

    Chief Executive Officer & Chief Compliance OfficerCRD 7153924

  • Edward Goydas

    Edward Goydas

    Chief Investment OfficerCRD 4808254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth