$23.8M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-13-2022
- Office Locations
- 1
Office Locations
-- West Chester PA
About Goshen Capital LLC
Goshen Capital LLC is a Pennsylvania-registered RIA founded in 2022 by John Gormley and Frank Muscara (former Vanguard and Morgan Stanley investment professionals). The firm provides full-service wealth management plus one-time and hourly financial planning (including 12 months of follow-up), with portfolios focused on asset allocation and ETF-based implementation.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
John Gormley
Chief Compliance Officer, Managing Director, Senior Vice President
- CRD
- #6850277
- Ownership
- 50% but less than 75%
Available
Available
Available
FRANK ANDREW MUSCARA
--
- CRD
- #6218725
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,818,377 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,818,377 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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