Goldstrike Capital LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Average account size

—

About

Goldstrike Capital provides ongoing discretionary portfolio management and standalone financial planning primarily for individual and high‑net‑worth clients. The firm prepares an investment policy statement for each client and tailors services to individual goals, risk tolerance, tax and estate considerations.

The firm applies modern portfolio theory and employs both long‑ and short‑term trading across mutual funds, ETFs, fixed income, annuities, commodities and certain precious‑metal instruments, typically under discretionary authority. In addition to asset‑based management, Goldstrike offers standalone financial planning engagements, including hourly work, and documents fiduciary duties and client‑imposed investment restrictions in each client’s IPS.

Noteworthy for a firm of its type, the brochure discloses multiple outside business activities — including licensed insurance sales, accounting services, and ownership of an entity that holds rental real estate — and describes procedures to disclose and monitor related conflicts of interest. The firm also requires clients to use a specified custodian (Altruist), does not aggregate trades across client accounts, and does not select third‑party investment managers, all of which can affect trade execution and allocation practices.

Client services

Financial planning Portfolio management

Expertise

Wealth management Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting

Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.75% $2,000,001+: 0.60%

Project-based

Between $100 and $800 per hour

Other

Fee-only: Hourly fees between $100 and $800

Main office location

Goldstrike Capital LLC

114 Kreischer Rd, Ste 6

North Syracuse NY 13212, United States

Number of offices

Most active in

Florida · New York · Texas

Disclosures

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.

Real estate agent

They facilitate real estate transactions and may earn commissions.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

315 561 7609

Advisors at this firm

Ethan D

Series 66

North Syracuse, NY

Goldstrike Capital LLC

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank and LPL Financial. Outside of advising, he is involved in tax preparation and bookkeeping as an accountant with C & A Accounting Associates Inc. Goldstrike Capital LLC is a registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, offering both long-term and short-term trading tailored to client-specific risk tolerance and objectives.

Wealth management Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting

Gennaro C

Series 65

North Syracuse, NY

Goldstrike Capital LLC

Gennaro Concolino is a financial advisor at Goldstrike Capital LLC with a Series 65 designation and no prior industry experience before joining the firm in 2025. He is also the president and owner of C & A Accounting Associates Inc and has held that role since 2000. In addition, he owns JCF Reality, a company involved in investment rental properties. Goldstrike Capital LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and tailored risk management. The firm offers discretionary portfolio management, individualized Investment Policy Statements, and both one-time and ongoing financial planning engagements.

Wealth management Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting

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