Goldsborough Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,615,415
Total clients
12
42% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$884,618
About
Goldsborough Capital Management provides investment advisory and portfolio management services, including financial planning and consulting, to individuals, retirement accounts, trusts, employee benefit plans, corporations, foundations and charitable organizations. The firm generally charges asset‑based fees for managed accounts and offers both discretionary and non‑discretionary management.
Portfolios are constructed to reflect each client’s objectives, time horizon and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies. The firm also uses option strategies and may engage sub‑advisers to manage portions of client assets, with disclosures about the additional risks that derivatives and options can entail.
The firm is affiliated with a tax and accounting practice under the same ownership, and the principal holds tax credentials (including an M.S. in Taxation and Enrolled Agent status) as well as a resident life and health insurance license, which allows coordination of investment, tax and insurance matters but also is identified as a potential conflict of interest when the affiliate is recommended. Goldsborough discloses that advisory and accounting services are separate and optional, and it accepts institutional and charitable clients—an arrangement that is less common among similarly sized independent advisers.
Client services
Expertise
Fee options
Fixed financial planning fees range from $1,000 to $20,000 per project, negotiable.
Under $120,000 - $120,000: Maximum annual advisory fee $1,500 $120,000 - $499,999: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
Hourly financial planning fees range from $75 to $200 per hour, negotiable.
Account minimum: $100,000 Minimum fee: $375 per quarter minimum asset management fee Fee-only: Financial planning fees charged in advance as fixed fees or hourly rates. Fixed fees range from $1,000 to $20,000 per project. Hourly fees range from $75 to $200 per hour.
Main office location
Goldsborough Capital Management, LLC
9711 Washingtonian Blvd, Suite 550
Gaithersburg MD 20878-5789, United States
Number of offices
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")