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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Goldstein Advisors have?","answer":"Goldstein Advisors has 10 investment adviser representatives registered with state securities authorities, out of 19 employees, and 10 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Goldstein Advisors invest in?","answer":"At the end of its last fiscal year, Goldstein Advisors’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Goldstein Advisors?","answer":"Goldstein Advisors is owned through a chain of holding companies by Kestra Financial, Inc., Ohcp VI Enzo Aggregator, L.P., Kingfisher Topco Holdings GP, LLC and T-IX Kraken Co-Invest, LP. Its direct owners are Bluespring Wealth Partners, LLC (75% or more) and Kestra Advisor Services Holdings B, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Goldstein Advisors get paid?","answer":"Goldstein Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Goldstein Advisors registered with the SEC?","answer":"Yes, Goldstein Advisors has been registered with the SEC as an investment adviser since 26 September 2022. 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