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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between May 26, 2025 and March 26, 2026, reported AUM increased 12.8%, from $155.3M to $175.2M.
Across 5 reported observations, AUM increased 10.0% between March 21, 2022 and March 26, 2026, from $159.3M to $175.2M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 3 advisory representatives and 156 clients, or 52 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
GARY MICHAEL GOULD
Partner
- CRD
- #3258554
- Ownership
- 25% but less than 50%
JOHN MILTON GOULD III
Partner
- CRD
- #2620113
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Gould Capital, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gould Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.