Gould Capital, LLC logo

Gould Capital, LLC

Updated today

Client assets under management

$159,505,214

Clients

146

36% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

49

Typical

Average account size

$1,092,501

About

Gould Capital provides discretionary investment management and consulting to individuals (including high‑net‑worth clients), foundations, estates, trusts, and employer‑sponsored retirement plans, and also offers non‑securities advice on estate planning, insurance, real estate, and annuities. The firm reports about $175 million in assets under management across 146 client relationships and typically requires a $1,000,000 minimum account opening, with exceptions at the firm’s discretion.

The firm runs proprietary, in‑house strategies and gives clients direct access to the team that performs research and makes investment decisions, building diversified portfolios with defined maximum position sizes and periodic rebalancing. Gould Capital combines fundamental analysis and mutual fund/ETF selection with less common elements cited in its brochure — use of game‑theory principles in position evaluation and income‑strategy overlays intended to limit downside risk while enhancing total return — and generally manages accounts on a discretionary basis.

Distinctive features relative to many peers include formal ERISA 3(38) fiduciary plan management, under which the firm can select and replace plan investments, provide quarterly monitoring reports, and assist with participant education, thereby relieving plan sponsors of certain fiduciary duties. Operationally, the firm uses Black Diamond for performance reporting, aggregates related family accounts for fee purposes (and may exclude concentrated stock positions from fee calculations), practices that can materially affect reporting and fee outcomes for clients.

Client services

Portfolio management Pension consulting Consulting

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Annuities

Fee options

Percentage

$0 - $1,000,000: 1.50% annualized $1,000,001 - $3,000,000: 1.00% annualized $3,000,001 - $5,000,000: 0.80% annualized $5,000,001 - $10,000,000: 0.75% annualized $10,000,001 - $20,000,000: 0.70% annualized $20,000,001+: Negotiable

Project-based

Consulting fees vary and are negotiated; billed as services are rendered.

Other

Account minimum: $1,000,000 Fee-only: Consulting fees are negotiated based on scope and complexity; billed as services are rendered.

Main office location

Gould Capital, LLC

2323 N 31 St Street, Ste 100

Tacoma WA 98403, United States

Number of offices

1

Most active in

Arizona · California · Nebraska · Oregon · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jennifer E

Series 63, Series 65

Tacoma, WA

Gould Capital, LLC

Jennifer Emmons Carlson is a financial advisor at Gould Capital, LLC with 22 years of industry experience. She has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Carlson holds Series 63 and Series 65 licenses. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, providing portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis, asset allocation, and income-focused approaches, and offers ERISA 3(38) fiduciary services for employer-sponsored retirement plans.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Annuities
user avatar

John G

Series 63, Series 65

Tacoma, WA

Gould Capital, LLC

John Gould is a financial advisor at Gould Capital, LLC with 29 years of industry experience. He has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. He holds Series 63 and Series 65 designations. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and asset-allocation guidelines, and it provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Annuities
user avatar

Gary G

Series 63, Series 65

Tacoma, WA

Gould Capital, LLC

Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Annuities
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")