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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VitalAtlas +more
- Established Date
- 07-15-2002
- Office Locations
- 2
Office Locations
About Gould Asset Management LLC
Gould Asset Management is an independent, employee-owned, SEC-registered RIA and discretionary asset manager providing personalized wealth management and portfolio strategy for individuals and organizations, often with $1M+ portfolios. The firm builds and manages customized investment strategies with a fiduciary, relationship-driven process and uses proprietary PIMS software to support implementation; custody is available via firms such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD PAUL GOULD
Chief Investment Officer, President
- CRD
- #1091473
- Ownership
- 25% but less than 50%
THOMAS KEYLON CARR JR
Chief Compliance Officer, Partner, Senior Portfolio Manager
- CRD
- #2379137
- Ownership
- 5% but less than 10%
Insight delta
Unison momentum
- CRD
- #33894
- Ownership
- 18.7%
Showing 2 of 6 owners & executives
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JOHN MATTHEW HEITKEMPER
Senior Portfolio Manager
- CRD
- #3101817
JEZMIER JOHNSON-OLIVEROS
Associate
- CRD
- #7845067
Prime capital
Pioneer fusion unison
- CRD
- #45088
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $995,000,934 | $1,761,064 |
| Non-Discretionary | $39,492,816 | $499,909 |
| Total | $1,034,493,750 | $1,606,357 |
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Separately Managed Accounts
Total SMA Asset: $1,034,493,750
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $331,656,581 | 18.8% |
| Equity - Exchange | $224,044,605 | 12.7% |
| Other | $130,545,676 | 7.4% |
| Cash | $319,307,666 | 18.1% |
| Municipal Bonds | $216,988,082 | 12.3% |
| Corporate - Investment Grade | $303,430,489 | 17.2% |
| U.S. Government/Agency | $238,157,652 | 13.5% |
| Total | $1,764,130,751 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY SUMMIT | RADIAL HORIZON | R7PHKBRK2 | COCN | 2.99% | $58,267,478 |
| FRONTIER BRIDGE QUANTUM | NORTH ALPHA | PXXR7JJ0A | YKJIM | 7.10% | $112,153,551 |
| OPTIMA PEAK | INSIGHT VALUE | FKX2TKAW1 | LKUB | 12.08% | $50,594,346 |
| OAK FOCUS | TIMBER BRIDGE | 50I4C2WLL | KIDU | 9.35% | $70,417,357 |
| MATRIX LEGACY | NORTH UNISON | PPNO8SI3M | YXJKF | 4.67% | $55,663,373 |
| EAGLE VERTEX | INSIGHT PEAK | 81S2PEJHL | EJS | 0.69% | $95,880,663 |
| FOUNDATION SUMMIT PEAK | VECTOR TIMBER | BULMJM2DX | KRQB | 2.10% | $14,024,270 |
| QUANTUM HARBOR OPTIMA | UNISON HARBOR | RJTAYT9OQ | EHPU | 1.30% | $53,885,472 |