Goydas Capital Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 305028
- Website
- www.goydascapital.com
- 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
FINTRXOverview
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
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 Equities78%
- Cash & Cash Equivalents20%
- Derivatives2%
Owners & executives
2 of 2Sarah Gilner
Chief Executive Officer & Chief Compliance OfficerCRD 7153924

Edward Goydas
Chief Investment OfficerCRD 4808254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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