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Goshen Capital LLC

Updated today

Client assets under management

$23,818,377

Clients

20

35% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

10

Very Low

Average account size

$1,190,919

About

Goshen Capital is a state‑registered investment adviser formed in 2022 that provides discretionary asset management and financial planning to individuals, high‑net‑worth individuals, and some institutions. The firm’s brochure states there is no firmwide account minimum and that clients who do not engage ongoing management may be offered one‑time financial planning services.

The firm builds individualized investment policies and implements them through discretionary portfolio management, primarily using public liquid investments such as stocks, bonds, ETFs and mutual funds, and at times engaging third‑party managers for portions of client assets. Accounts are monitored on an ongoing basis with periodic reviews tied to market conditions or changes in a client’s circumstances, and Goshen may also manage accounts on a non‑discretionary basis when requested.

A distinctive element in the brochure is the explicit discussion of potential exposure to derivatives and structured products — including risks tied to underlying mutual funds, ETFs and structured notes — and the attendant liquidity, leverage and tax considerations. The firm also documents a formal process for selecting third‑party managers and describes its custodial recommendations and reporting practices, which indicate a structured operational approach for a recently formed, small adviser.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

$500 to $5,000 for financial planning depending on complexity

Percentage

$0 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%

Project-based

$250 per hour for financial planning

Main office location

Goshen Capital LLC

West Chester PA, United States

Number of offices

1

Most active in

Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

John G

Series 63, Series 65

West Chester, PA

Goshen Capital LLC

John Gormley is a financial advisor at Goshen Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Goshen Capital in 2022, he worked at Morgan Stanley and Ironview Capital Management. Before his finance career, he worked as a caddy at Applebrook Golf Club. Goshen Capital is a state-registered investment adviser managing approximately $20.6 million across 27 accounts, serving individuals—including high-net-worth clients—and some institutional clients. The firm constructs individualized portfolios using public liquid investments and may incorporate structured notes, REITs, and third-party managers, typically managing accounts on a discretionary basis with ongoing monitoring.

Wealth management
user avatar

Frank M

Series 63, Series 66

West Chester, PA

Goshen Capital LLC

Frank Muscara is a financial advisor at Goshen Capital LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years. Goshen Capital is a state-registered investment adviser that provides discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as some institutional clients. The firm builds individualized investment policies and constructs portfolios using public liquid investments, sometimes incorporating structured notes, REITs, and third-party managers, with a focus on ongoing monitoring and periodic reviews.

Wealth management
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