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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberElement
- Established Date
- 12-11-2019
- Office Locations
- 1
Office Locations
About Goydas Capital Investment Management, LLC
Goydas Capital Investment Management is an RIA providing active, valuation-driven portfolio management, financial planning, and pension/401(k) consulting for individuals, families, businesses, and employee benefit plans. The firm emphasizes risk-adjusted returns and client understanding, allocating to mispriced securities through deep company/sector research aimed at uncorrelated results. Advisors are available seven days a week and perform firsthand research by using products and visiting companies.
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Owner & Executives
EDWARD JOHN GOYDAS
Chief Investment Officer
- CRD
- #4808254
- Ownership
- 75% or more
SARAH C GOYDAS
Chief Compliance Officer, Insurance Agent
- CRD
- #7153924
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,829,086 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,829,086 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,829,086
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,752,778,022 | 37.7% |
| Cash | $1,641,195,336 | 35.3% |
| Derivatives | $1,255,305,215 | 27.0% |
| Total | $4,649,278,573 | 100.0% |