G
$175.2M Total AUM
$174.7M Disc. AUM
9.4% 3Y CAGR
3 Employees
156 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
2323 N 31st Street STE 100 Tacoma WA
About Gould Capital, LLC
Gould Capital is an independent RIA in Tacoma, WA delivering personalized investment management and planning for individuals and families. The team builds diversified, risk-calibrated portfolios with an emphasis on aligning wealth strategies to client values, and supports retirement, tax, and trust/estate planning plus family meeting facilitation for multi-generational goals. Custody is primarily at Charles Schwab.
Team overview
48 AVG AGE
$58.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vector frontier Timber Vital prime
Client Personas
Summit
Investment Themes
Vital Optima
Investment Vehicles
Optima oak
Platform
Glacier ember
Services
Harbor Crest crest Momentum value Legacy Pioneer glacier
Owner & Executives
GARY MICHAEL GOULD
Partner
- CRD
- #3258554
- Ownership
- 25% but less than 50%
(615) 834-5558
value.eagle@primecapital.com
in linkedin.com/in/timber-ember
JOHN MILTON GOULD III
Partner
- CRD
- #2620113
- Ownership
- 25% but less than 50%
(729) 589-4289
vector.fusion@alphacapital.com
in linkedin.com/in/unison-peak
M
Meridian ember
Ridge signal timber
- CRD
- #55836
- Ownership
- 17.2%
(541) 212-1219
glacier.north@wavecapital.com
in linkedin.com/in/atlas-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,743,670 | $457,444 |
| Non-Discretionary | $482,194 | $482,194 |
| Total | $175,225,864 | $457,509 |
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Separately Managed Accounts
Total SMA Asset: $175,225,864
Equity - Exchange:
13.8% Public Funds:
11.7% Cash:
20.2% Sovereign Bonds:
10.7% Municipal Bonds:
22.2% U.S. Government/Agency:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $574,600,296 | 13.8% |
| Public Funds | $487,161,120 | 11.7% |
| Cash | $841,081,592 | 20.2% |
| Sovereign Bonds | $445,523,418 | 10.7% |
| Municipal Bonds | $924,356,997 | 22.2% |
| U.S. Government/Agency | $891,046,835 | 21.4% |
| Total | $4,163,770,258 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON CATALYST NORTH | OPTIMA MATRIX | S08Q10KSN | EVN | 9.18% | $45,771,285 |
| PIONEER VECTOR | RADIAL GLACIER | K3WUWUYJH | BJIY | 8.13% | $17,712,298 |
| SUMMIT CREST ATLAS | VITAL CATALYST | ECIEOV08M | QMIGP | 4.20% | $92,336,999 |
| HARBOR DELTA INSIGHT | MOMENTUM RIDGE | PI50JDMQY | TJIJQ | 7.00% | $5,779,355 |
| FOUNDATION RADIAL OPTIMA | VERTEX PIONEER | HTROGR7VQ | TRG | 11.94% | $93,009,010 |
| LEGACY LEGACY | PATHWAY DELTA | KSEHVDV1N | RWR | 4.81% | $34,023,540 |
| ELEMENT VALUE | FRONTIER MATRIX | EQORCVG4Z | DEWK | 8.43% | $27,280,934 |
| HORIZON CATALYST | PEAK PIONEER | N7C7EBFDR | ZUDKA | 3.39% | $37,748,897 |