Gould Capital provides portfolio management for individuals and small businesses and pension consulting.
Gould Capital reports 156 clients. They include 94 individual clients, 52 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 99.7% ($175M across 382 accounts) are managed with discretion; $482K across 1 account is not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 22% |
| High-net-worth individuals | 33% | 69% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | 3% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 94 | $39.2M | 22.4% | $418K |
| High-net-worth individuals | 52 | $120M | 68.6% | $2.31M |
| Pension and profit-sharing plans | Fewer than 5 | $3.16M | 1.8% | $1.58M |
| Charitable organizations | Fewer than 5 | $2.18M | 1.2% | $725K |
| Corporations and other businesses | 5 | $10.4M | 5.9% | $2.08M |
| Total | 156 | $175M | 100% | — |
- Clients
- 94
- Regulatory AUM
- $39.2M
- AUM share
- 22.4%
- Avg. per client
- $418K
- Clients
- 52
- Regulatory AUM
- $120M
- AUM share
- 68.6%
- Avg. per client
- $2.31M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.16M
- AUM share
- 1.8%
- Avg. per client
- $1.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.18M
- AUM share
- 1.2%
- Avg. per client
- $725K
- Clients
- 5
- Regulatory AUM
- $10.4M
- AUM share
- 5.9%
- Avg. per client
- $2.08M
Total
- Clients
- 156
- Regulatory AUM
- $175M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Gould Capital charges 0.70%–1.50% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Limited-scope consulting is negotiated, with fees varying by the extent and complexity of the project and billed as services are rendered.
John Gould owns 25% to 50% of Gould Capital. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Gould Capital, LLC
John Gould
Control person · since January 2019
- Owns 25% to 50% of Gould Capital, LLC
Gary Gould
Control person · since January 2019
- Owns 10% to 25% of Gould Capital, LLC
Charles Gould
Control person · since January 2019
Gould Capital’s regulatory assets grew from $147M (July 2021) to $175M (March 2026); clients rose from 132 to 156 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $175M | 156 | 3 | 1 |
| May 2025May 2025 | $155M | 378 | 3 | 1 |
| May 2024May 2024 | $149M | 163 | 4 | 1 |
| Mar 2023March 2023 | $135M | 374 | 4 | 1 |
| Mar 2022March 2022 | $159M | 373 | 4 | 1 |
| Jul 2021July 2021 | $147M | 132 | 4 | 1 |
Besides its headquarters, Gould Capital has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 2323 N 31st Street, Ste 100, TacomaHQ
Contact and registration details
- Legal name
- Gould Capital, LLC
- Headquarters
- 2323 N 31st Street, Ste 100, Tacoma, WA 98403
- Website
- gouldcapital.net
- Phone
- 253-272-9898
- @gould-capital-llc
- SEC file
- 801-114815
- Structure
- Washington LLC
- Fiscal year end
- December
Gould Capital’s named custodian for separately managed accounts is Charles Schwab ($175M). Gould Capital has custody of $10.1M for 17 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $175M100%
At year end, Gould Capital’s separately managed accounts were mostly in stocks (60%) and funds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $179M across 217 positions; the largest are Vanguard FTSE Developed Markets ETF (10.3%), Vanguard Total Bond Market ETF (8.5%) and iShares 3-7 Year Treasury Bond ETF (8.4%).
What the accounts hold
- Stocks60%
- Funds28%
- Bonds7%
- Sovereign bonds5%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash6%
How many clients does Gould Capital have?
Gould Capital has 156 clients and manages $175 million for them, as of March 2026. They include 94 individual clients, 52 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Gould Capital offer?
Gould Capital provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gould Capital charge?
Gould Capital charges 0.70%–1.50% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Which custodians does Gould Capital use?
Gould Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $175M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Gould Capital have?
Gould Capital has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gould Capital invest in?
At the end of its last fiscal year, Gould Capital’s separately managed accounts held 60% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 5% sovereign bonds, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Gould Capital have a minimum investment?
Yes, Gould Capital’s minimum account size for its Investment Management is $1M.
Who owns Gould Capital?
Gould Capital’s direct owners are John Gould, Gary Gould and Charles Gould, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Gould Capital get paid?
Gould Capital 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
How do I contact Gould Capital?
Gould Capital’s main office is at 2323 N 31st Street, Ste 100, Tacoma, WA 98403. Its phone number is 253-272-9898. Its website is gouldcapital.net.
