# Gould Capital, LLC

> Gould Capital, LLC is an SEC-registered investment advisory firm in Tacoma, WA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 300609
- Filed as: GOULD CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tacoma, WA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300609
- AdvisorCensus page: https://advisorcensus.com/firm/gould-capital-llc-tacoma-wa-300609

## Quick answers

**How is Gould Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gould Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gould Capital, LLC located?**
Gould Capital, LLC's principal office is in Tacoma, WA, according to its Form ADV.

**Is Gould Capital, LLC registered with the SEC or a state?**
Gould Capital, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300609.

**How much does Gould Capital, LLC manage?**
Gould Capital, LLC reports $175,225,864 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Gould Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Gould Capital, LLC: Regulatory assets under management: $147,000,649 in the October 2021 data and $175,225,864 in the October 2026 data, up 19%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gould Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (52); corporations or other businesses not listed above (5).

**Which custodians does Gould Capital, LLC use?**
Gould Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Gould Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300609

**What changed in Gould Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $155,289,599 to $175,225,864 (+13%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $175,225,864
- Discretionary: $174,743,670
- Non-discretionary: $482,194

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $39,248,447 |
| High net worth individuals | 52 | $120,256,767 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,159,669 |
| Charitable organizations | 3 | $2,175,955 |
| Corporations or other businesses not listed above | 5 | $10,385,026 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NE, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gouldcapital.net
- LinkedIn @gould-capital-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $147,000,649 | 4 | August 9, 2021 |
| October 2022 | $159,255,355 | 4 | March 21, 2022 |
| October 2023 | $134,688,302 | 4 | March 28, 2023 |
| October 2024 | $149,371,254 | 4 | May 24, 2024 |
| October 2025 | $155,289,599 | 3 | May 26, 2025 |
| October 2026 | $175,225,864 | 3 | March 26, 2026 |

Regulatory assets under management: $147,000,649 in the October 2021 data and $175,225,864 in the October 2026 data, up 19%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $155,289,599 to $175,225,864 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gould Capital, LLC (CRD 300609): Form ADV filing data as of October 2026.