Goydas Capital Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,842,529
Total clients
19
53% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
10
Average account size
$991,712
About
The firm serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, managing roughly $18.8 million for about 19 clients. It provides discretionary portfolio management, financial planning, pension consulting and access to private pooled investments, including real‑estate funds and REITs.
The firm documents client objectives in an Investment Policy Statement, typically requests discretionary trading authority, and uses a mix of analytical approaches (fundamental, quantitative, technical, charting and modern portfolio theory) to implement strategies that range from long‑term buy‑and‑hold to short‑term trading, options, margin and short sales. Clients receive regular monitoring and quarterly reports through custodians, and the firm also offers performance‑based compensation arrangements for qualified clients under a high‑water‑mark structure.
What is distinctive relative to peers is that the firm acts as a sponsor/syndicator of a private pooled real‑estate vehicle managed by the firm’s principal and may recommend such private placements to eligible clients, a capability uncommon among similar supported firms. It also accepts performance‑based fees for qualified accounts and has an affiliated representative who is a licensed insurance agent who may offer commissionable insurance products; the firm discloses these potential conflicts and maintains custody‑related controls for its pooled vehicle (annual audits and independent review of fees/withdrawals).
Client services
Fee options
Financial planning fixed fees ranging from $500 to $2,500
$0+: 2.00% annually for Portfolio Management Services $0+: 1.00% annually for Pension Consulting Services
$20 to $1,000 per hour for financial planning services
For qualified clients: 0.50% annual fee plus 20% performance fee on capital appreciation with high-water mark
Fee-only: Financial planning fixed fees $500 - $2,500; hourly fees $20 - $1,000 per hour
Main office location
Goydas Capital Investment Management, LLC
Genesee PA, United States
Number of offices
1
Most active in
New Jersey · New York · Pennsylvania · Virginia
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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
Quick links
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