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Gould Capital
Gould Capital is an SEC-registered investment adviser in Tacoma, WA, registered since 2019. The firm manages $175 million in regulatory assets under...
Overview
Gould Capital is an SEC-registered investment adviser in Tacoma, WA, registered since 2019. The firm manages $175 million in regulatory assets under management on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
Location
Region
North America
Country
United States
City
Tacoma
Corporate office
Tacoma, WA, United States
Frequently asked questions
What regulatory oversight applies to Gould Capital?
As a registered investment advisor, Gould Capital is regulated by the SEC or Washington State's securities division, depending on its regulatory assets under management. RIA registration imposes a fiduciary duty on the firm, requiring it to act in clients' best interests when providing investment advice. The firm's Form ADV filings detail its fee structures, disciplinary history, and business operations.
What distinguishes Gould Capital from national wealth management firms?
Location and independence are the primary distinctions. The firm serves the South Puget Sound region from a single Tacoma office, which means client relationships are concentrated geographically. Unlike national platforms owned by banks or private equity, Gould Capital's independence means portfolio decisions, custodian selection, and service models are not dictated by a parent company's product-shelf or revenue targets.
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