G
Gould Tactical Growth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,200,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
6
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$366,667
About
Gould Tactical Growth LLC provides discretionary investment management, investment consulting, and model/asset-allocation services to a small, selective client base that includes high‑net‑worth individuals, trusts, other investment advisers and pooled investment vehicles. Like many independent advisers, it primarily charges asset‑based fees for discretionary portfolio management, but its roster is concentrated toward institutional and advisory clients rather than mass‑market retail households.
The firm implements a concentrated growth equity approach using the CAN SLIM screening process and a blend of fundamental and technical analysis, typically holding a limited number of positions focused on small‑ and micro‑capitalization growth companies. Portfolios are actively timed and rebalanced under discretionary authority, and the firm also issues trading signals and model updates to outside advisors and program sponsors.
What distinguishes the firm from many peers is its engagement with pooled investment vehicles and institutional clients, including a consulting arrangement that can involve performance‑based compensation, and its provision of model portfolios to program sponsors for implementation in separate managed account platforms. The firm operates with modest assets and few clients, concentrating risk and exposures by design, and maintains a code of ethics and stated procedures to address conflicts arising from its institutional and performance‑linked relationships.
Client services
Portfolio management
Investment consulting, asset allocation services
Investment consulting, asset allocation services
Expertise
Active portfolio management
Fee options
up to 1.25% annually (negotiable; typically based on individual Engagement Agreement)
Performance-based fees are charged only to a single institutional hedge fund client under investment consulting services, paid at client discretion; no performance fees for investment management services.
Account minimum: $100,000 Fee-only: Investment consulting fees range from $500 to $1,000 per month for individuals; $10,000 to $100,000 annually for financial professionals and institutional clients, paid quarterly.
Main office location
Gould Tactical Growth LLC
Phoenixville PA, United States
Number of offices
1
Most active in
Gould Tactical Growth LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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