# Gosho Financial Group

> Gosho Financial Group is a state-registered investment advisory firm in San Mateo, CA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 152268
- Filed as: GOSHO FINANCIAL GROUP
- Legal name: Gosho, Carol, Jeanne
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Mateo, CA
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152268
- AdvisorCensus page: https://advisorcensus.com/firm/gosho-financial-group-san-mateo-ca-152268

## Quick answers

**How is Gosho Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Gosho Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Gosho Financial Group located?**
Gosho Financial Group's principal office is in San Mateo, CA, according to its Form ADV.

**Is Gosho Financial Group registered with the SEC or a state?**
Gosho Financial Group is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 152268.

**How much does Gosho Financial Group manage?**
Gosho Financial Group reports $25,129,146 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (97% discretionary).

**What types of clients does Gosho Financial Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (10).

**Does Gosho Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152268

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,129,146
- Discretionary: $24,406,508
- Non-discretionary: $722,638

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,092,909 |
| High net worth individuals | 23 | $23,036,237 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goshofinancialgroup.com
- goshogroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gosho Financial Group (CRD 152268): Form ADV filing data as of October 2026.