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CRD: 312298
Goalen Capital Advisors, LLC
$87.0M Total AUM
$83.4M Disc. AUM
-- 3Y CAGR
2 Employees
110 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2021
- Office Locations
- 1
Office Locations
380 N 200 W 201 Bountiful UT
About Goalen Capital Advisors, LLC
Goalen Capital Advisors is an independent, fee-only fiduciary and CFP® firm providing personalized financial planning and ongoing investment management. The team builds and monitors portfolios using a range of approaches—from core stocks and bonds to environmental impact investing and more sophisticated options—tailored to client goals and risk blind spots. Works with clients globally via a planning-first process.
Team overview
37 AVG AGE
$87.0M AVG AUM / ADVISOR
$790.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEPHEN GOALEN
President, Principal
- CRD
- #5183532
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,447,942 | -- |
| Non-Discretionary | $3,556,152 | -- |
| Total | $87,004,094 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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