GOULD CAPITAL, LLC
Adviser information for GOULD CAPITAL, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 366 | $149.2M |
| Non-Discretionary | 1 | $133,587 |
| Total | 367 | $149.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 104 | $33.6M |
| HNW Individuals | 49 | $100.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.6M |
| Charitable organizations | <5 | $2.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $9.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesCONSULTING |
|---|---|
| Compensation | % of AUM |
Principal Office
2323 N 31ST STREETSTE 100
TACOMA
WA
United States
Monday - Friday, 7:30AM TO 3PM EST
Tel: 253-272-9898, Fax: None
Chief Compliance Officer
JENNIFER EMMONS CARLSON
2323 N 31ST STREET
STE 100
TACOMA
WA
United States
Tel:
253-272-9898
J***************@***************T
(Full email address available in API data)
Regulatory Contact
GARY GOULD
MANAGING MEMBER
2323 N 31ST STREET
STE 100
TACOMA
WA
United States
Tel:
253-272-9898
G*********@***************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOULD, GARY, MICHAEL | Individual | – | MEMBER | 01/2019 | 25-50% |
| GOULD, CHARLES, JOHN | Individual | – | MEMBER | 01/2019 | 10-25% |
| GOULD, JOHN, MILTON | Individual | – | MEMBER | 01/2019 | 25-50% |
| EMMONS CARLSON, JENNIFER, ANNE | Individual | – | CCO | 02/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC COM | Stock | 2M | 9K | 0 |
| CUBESMART COM | REIT | 9K | 200 | 0 |
| INVESCO QQQ TRUST SERIES I | ETF | 141K | 295 | 0 |
| STARBUCKS CORP COM | Stock | 3M | 34K | 0 |
| HANCOCK JOHN INVT TR II COM | CEF | 46K | 3K | 0 |
| BLOCK INC CL A | Stock | 15K | 230 | 0 |
| ISHARES GOLD TRUST | ETF | 207K | 5K | 0 |
| JOHNSON & JOHNSON COM | Stock | 16K | 110 | 0 |
| WASTE MGMT INC DEL COM | Stock | 5K | 25 | 0 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | ETF | 1K | 15 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 263K | 310 | 0 |
| SFL CORPORATION LTD SHS | Stock | 3K | 200 | 0 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | 18K | 418 | 0 |
| SHELL PLC SPON ADS | ADR | 722 | 10 | 0 |
| TELEFONICA BRASIL SA NEW ADR | ADR | 1K | 150 | 0 |
| BOSTON SCIENTIFIC CORP COM | Stock | 9K | 123 | 0 |
| F5 INC COM | Stock | 17K | 100 | 0 |
| BP PRUDHOE BAY RTY TR UNIT BEN INT | Stock | 174 | 70 | 0 |
| PROCTER AND GAMBLE CO COM | Stock | 10K | 63 | 0 |
| COCA COLA CO COM | Stock | 3M | 49K | 0 |
| NORDIC AMERICAN TANKERS LIMITE COM | Stock | 102K | 26K | 0 |
| EMERGENT BIOSOLUTIONS INC COM | Stock | 682 | 100 | 0 |
| ISHARES U.S. HEALTHCARE ETF | ETF | 735 | 12 | 0 |
| UNITED PARCEL SERVICE INC CL B | Stock | 36K | 266 | 0 |
| VANGUARD REAL ESTATE ETF | ETF | 921 | 11 | 0 |
| UNIVERSAL HEALTH RLTY INCOME T SH BEN INT | REIT | 8K | 200 | 0 |
| DIVERSIFIED HEALTHCARE TR COM SH BEN INT | REIT | 97K | 32K | 0 |
| INTEL CORP COM | Stock | 37K | 1K | 0 |
| CROCS INC COM | Stock | 438 | 3 | 0 |
| NETFLIX INC COM | Stock | 1M | 2K | 0 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 782 | 2 | 0 |
| ISHARES CORE AGGRESSIVE ALLOCATION ETF | ETF | 371K | 5K | 0 |
| PACCAR INC COM | Stock | 17K | 168 | 0 |
| ISHARES SILVER TRUST | ETF | 2K | 60 | 0 |
| SEI INVTS CO COM | Stock | 1M | 17K | 0 |
| ISHARES CORE GROWTH ALLOCATION ETF | ETF | 364K | 6K | 0 |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | 127K | 2K | 0 |
| MEDPACE HLDGS INC COM | Stock | 62K | 150 | 0 |
| PROLOGIS INC. COM | REIT | 23K | 202 | 0 |
| SANOFI SPONSORED ADR | ADR | 1M | 21K | 0 |
| MERCK & CO INC COM | Stock | 3M | 24K | 0 |
| SPDR S&P 500 ETF TRUST | ETF | 11K | 20 | 0 |
| CRISPR THERAPEUTICS AG NAMEN AKT | Stock | 6K | 105 | 0 |
| CORCEPT THERAPEUTICS INC COM | Stock | 19K | 600 | 0 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 80K | 4K | 0 |
| ALASKA AIR GROUP INC COM | Stock | 29K | 720 | 0 |
| ISHARES TIPS BOND ETF | ETF | 20K | 189 | 0 |
| BANK NEW YORK MELLON CORP COM | Stock | 3M | 54K | 0 |
| HANCOCK JOHN PREM DIVID FD COM SH BEN INT | CEF | 5K | 449 | 0 |
| DIREXION DAILY TECHNOLOGY BULL 3X SHARES | ETF | 2K | 18 | 0 |
| VERIZON COMMUNICATIONS INC COM | Stock | 3M | 76K | 0 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 82 | 1 | 0 |
| SNAP INC CL A | Stock | 17K | 1K | 0 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 906 | 70 | 0 |
| ISHARES CORE MODERATE ALLOCATION ETF | ETF | 60K | 1K | 0 |
| HONEYWELL INTL INC COM | Stock | 21K | 100 | 0 |
| FORD MTR CO DEL COM | Stock | 39K | 3K | 0 |
| KKR REAL ESTATE FIN TR INC COM | REIT | 6K | 718 | 0 |
| US BANCORP DEL COM NEW | Stock | 1M | 26K | 0 |
| HOME DEPOT INC COM | Stock | 23K | 66 | 0 |
| REDFIN CORP COM | Stock | 905K | 151K | 0 |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | ETF | 65K | 3K | 0 |
| SPDR GOLD SHARES | ETF | 4M | 20K | 0 |
| REGIONS FINANCIAL CORP NEW COM | Stock | 25K | 1K | 0 |
| ISHARES U.S. REAL ESTATE ETF | ETF | 23K | 257 | 0 |
| VIRGIN GALACTIC HOLDINGS INC COM NEW | Stock | 632 | 75 | 0 |
| CENTENE CORP DEL COM | Stock | 930K | 14K | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 3M | 9K | 0 |
| ADOBE INC COM | Stock | 38K | 68 | 0 |
| WEYERHAEUSER CO MTN BE COM NEW | REIT | 60K | 2K | 0 |
| ALPHABET INC CAP STK CL A | Stock | 165K | 905 | 0 |
| FISERV INC COM | Stock | 1M | 8K | 0 |
| SPOTIFY TECHNOLOGY S A SHS | Stock | 314 | 1 | 0 |
| MICROSOFT CORP COM | Stock | 5M | 11K | 0 |
| HEALTHPEAK PROPERTIES INC COM | REIT | 16K | 800 | 0 |
| NIO INC SPON ADS | ADR | 3K | 668 | 0 |
| BOEING CO COM | Stock | 62K | 343 | 0 |
| NEXTERA ENERGY INC COM | Stock | 69K | 976 | 0 |
| NIKE INC CL B | Stock | 64K | 846 | 0 |
| TESLA INC COM | Stock | 115K | 579 | 0 |
| EQUITY COMWLTH COM SH BEN INT | REIT | 1K | 75 | 0 |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 80K | 2K | 0 |
| PUBLIC STORAGE OPER CO COM | REIT | 3M | 11K | 0 |
| SABA CAPITAL INCOME & OPPORTUN COM NEW | CEF | 2K | 300 | 0 |
| PUTNAM PREMIER INCOME TR SH BEN INT | CEF | 3K | 708 | 0 |
| VANGUARD S&P 500 ETF | ETF | 3K | 6 | 0 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 13K | 33 | 0 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 512 | 5 | 0 |
| ISHARES CYBERSECURITY & TECH ETF | ETF | 6K | 126 | 0 |
| ISHARES S&P GSCI COMMODITY INDEXED TRUST | ETF | 52K | 2K | 0 |
| VANGUARD S&P 500 GROWTH ETF | ETF | 4K | 13 | 0 |
| ISHARES CORE HIGH DIVIDEND ETF | ETF | 2K | 18 | 0 |
| MICRON TECHNOLOGY INC COM | Stock | 2M | 12K | 0 |
| AFLAC INC COM | Stock | 3M | 35K | 0 |
| SYSCO CORP COM | Stock | 30K | 414 | 0 |
| SONY GROUP CORP SPONSORED ADR | ADR | 2K | 25 | 0 |
| GLOBAL X SUPERDIVIDEND ETF | ETF | 39K | 2K | 0 |
| EVERSOURCE ENERGY COM | Stock | 45K | 800 | 0 |
| ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF | ETF | 35K | 1K | 0 |
| SNOWFLAKE INC CL A | Stock | 4K | 30 | 0 |
| INVESCO NASDAQ 100 ETF | ETF | 45K | 230 | 0 |
| AIRBNB INC COM CL A | Stock | 39K | 260 | 0 |
| UPSTART HLDGS INC COM | Stock | 896 | 38 | 0 |
| VANGUARD MID-CAP GROWTH ETF | ETF | 918 | 4 | 0 |
| ROBLOX CORP CL A | Stock | 7K | 200 | 0 |
| COINBASE GLOBAL INC COM CL A | Stock | 70K | 317 | 0 |
| VISA INC COM CL A | Stock | 1M | 4K | 0 |
| ATAI LIFE SCIENCES NV SHS | Stock | 7K | 5K | 0 |
| LUCID GROUP INC COM | Stock | 2K | 680 | 0 |
| ROCKET LAB USA INC COM | Stock | 11K | 2K | 0 |
| DUTCH BROS INC CL A | Stock | 28K | 686 | 0 |
| LILIUM N V CLASS A ORD SHS | Stock | 2K | 2K | 0 |
| ARCHER AVIATION INC COM CL A | Stock | 4K | 1K | 0 |
| FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF | ETF | 7K | 500 | 0 |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 44K | 3K | 0 |
| ENPHASE ENERGY INC COM | Stock | 997K | 10K | 0 |
| NUVEEN MUN VALUE FD INC COM | CEF | 13K | 2K | 0 |
| COSTAR GROUP INC COM | Stock | 5K | 70 | 0 |
| VANECK SEMICONDUCTOR ETF | ETF | 4K | 15 | 0 |
| AMERICAN TOWER CORP NEW COM | REIT | 25K | 130 | 0 |
| META PLATFORMS INC CL A | Stock | 1M | 3K | 0 |
| NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | CEF | 1M | 84K | 0 |
| BANCO SANTANDER S.A. ADR | ADR | 30K | 7K | 0 |
| PVH CORPORATION COM | Stock | 20K | 193 | 0 |
| EATON VANCE TAX MNGED BUY WRIT COM | CEF | 81K | 6K | 0 |
| CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | CEF | 34K | 2K | 0 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 156 | 2 | 0 |
| SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | ETF | 3M | 87K | 0 |
| PROTHENA CORP PLC SHS | Stock | 2K | 100 | 0 |
| NVIDIA CORPORATION COM | Stock | 286K | 2K | 0 |
| ISHARES SHORT TREASURY BOND ETF | ETF | 4M | 34K | 0 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 6K | 100 | 0 |
| CUMMINS INC COM | Stock | 22K | 81 | 0 |
| GRAINGER W W INC COM | Stock | 21K | 23 | 0 |
| OWENS CORNING NEW COM | Stock | 33K | 189 | 0 |
| SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | ETF | 14K | 580 | 0 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 1M | 11K | 0 |
| GOLDMAN SACHS PHYSICAL GOLD ETF | ETF | 2K | 98 | 0 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 12M | 162K | 0 |
| BLACKROCK MUNIYIELD QUALITY FD COM | CEF | 71K | 6K | 0 |
| BLACKROCK MUNIYIELD QUALITY FD COM | CEF | 4K | 350 | 0 |
| CLOUGH GLOBAL DIVID & INCOME F COM | CEF | 223K | 39K | 0 |
| ISHARES ESG AWARE MSCI EM ETF | ETF | 63K | 2K | 0 |
| CHURCH & DWIGHT CO INC COM | Stock | 2K | 20 | 0 |
| NUVEEN QUALITY MUNCP INCOME FD COM | CEF | 417K | 36K | 0 |
| NUVEEN AMT FREE MUN CR INC FD COM | CEF | 2M | 161K | 0 |
| NORDSTROM INC COM | Stock | 212 | 10 | 0 |
| GLOBAL X URANIUM ETF | ETF | 1K | 35 | 0 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 7K | 53 | 0 |
| QUEST DIAGNOSTICS INC COM | Stock | 24K | 178 | 0 |
| CISCO SYS INC COM | Stock | 3M | 60K | 0 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 7M | 149K | 0 |
| ISHARES FRONTIER AND SELECT EM ETF | ETF | 2M | 84K | 0 |
| AT&T INC COM | Stock | 8K | 440 | 0 |
| REDDIT INC CL A | Stock | 6K | 100 | 0 |
| SOLVENTUM CORP COM SHS | Stock | 899 | 17 | 0 |
| GE VERNOVA INC COM | Stock | 172 | 1 | 0 |
| GE AEROSPACE COM NEW | Stock | 954 | 6 | 0 |
| ISHARES SEMICONDUCTOR ETF | ETF | 16K | 63 | 0 |
| NETAPP INC COM | Stock | 5K | 40 | 0 |
| RENAISSANCERE HLDGS LTD COM | Stock | 1M | 5K | 0 |
| UNION PAC CORP COM | Stock | 4M | 17K | 0 |
| ECOLAB INC COM | Stock | 32K | 135 | 0 |
| ISHARES 10-20 YEAR TREASURY BOND ETF | ETF | 36K | 350 | 0 |
| JUNIPER NETWORKS INC COM | Stock | 1M | 29K | 0 |
| COLUMBIA BKG SYS INC COM | Stock | 462K | 23K | 0 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 65K | 607 | 0 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 11M | 220K | 0 |
| EXTRA SPACE STORAGE INC COM | REIT | 9K | 55 | 0 |
| BLACKROCK CORPOR HI YLD FD INC COM | CEF | 3K | 307 | 0 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | ETF | 12M | 102K | 0 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 107K | 620 | 0 |
| ORACLE CORP COM | Stock | 132K | 932 | 0 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 4M | 87K | 0 |
| TARGET CORP COM | Stock | 30K | 200 | 0 |
| PFIZER INC COM | Stock | 14K | 500 | 0 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | ETF | 33K | 304 | 0 |
| 3M CO COM | Stock | 7K | 71 | 0 |
| GILEAD SCIENCES INC COM | Stock | 906K | 13K | 0 |
| CATERPILLAR INC COM | Stock | 3M | 9K | 0 |
| ALPHABET INC CAP STK CL C | Stock | 4M | 20K | 0 |
| BEST BUY INC COM | Stock | 26K | 312 | 0 |
| AMGEN INC COM | Stock | 3M | 10K | 0 |
| WILLIAMS COS INC COM | Stock | 26K | 600 | 0 |
| CANADIAN NATL RY CO COM | Stock | 19K | 160 | 0 |
| CHIMERA INVT CORP COM SHS | REIT | 11K | 880 | 0 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 913 | 5 | 0 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 127K | 1K | 0 |
| ISHARES 20 YEAR TREASURY BOND ETF | ETF | 31K | 340 | 0 |
| AXON ENTERPRISE INC COM | Stock | 29K | 100 | 0 |
| COLUMBIA SPORTSWEAR CO COM | Stock | 8K | 100 | 0 |
| GLACIER BANCORP INC NEW COM | Stock | 32K | 855 | 0 |
| IDACORP INC COM | Stock | 19K | 200 | 0 |
| LAM RESEARCH CORP COM | Stock | 33K | 31 | 0 |
| SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | Stock | 65K | 3K | 0 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 4K | 100 | 0 |
| ISHARES RUSSELL 3000 ETF | ETF | 340K | 1K | 0 |
| AMERICAN WTR WKS CO INC NEW COM | Stock | 3M | 23K | 0 |
| AGILENT TECHNOLOGIES INC COM | Stock | 28K | 214 | 0 |
| EXXON MOBIL CORP COM | Stock | 34K | 294 | 0 |
| ISHARES MSCI ACWI ETF | ETF | 113K | 1K | 0 |
| COLGATE PALMOLIVE CO COM | Stock | 26K | 267 | 0 |
| SHOPIFY INC CL A | Stock | 8K | 125 | 0 |
| DEVON ENERGY CORP NEW COM | Stock | 5K | 103 | 0 |
| NOVO-NORDISK A S ADR | ADR | 2K | 11 | 0 |
| PAYPAL HLDGS INC COM | Stock | 17K | 285 | 0 |
| SCHWAB CHARLES CORP COM | Stock | 44K | 600 | 0 |
| DENTSPLY SIRONA INC COM | Stock | 5K | 181 | 0 |
| AUTOZONE INC COM | Stock | 6K | 2 | 0 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 936 | 16 | 0 |
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | 77K | 6K | 0 |
| BANNER CORP COM NEW | Stock | 96K | 2K | 0 |
| ISHARES MSCI EAFE ETF | ETF | 84K | 1K | 0 |
| APPLE INC COM | Stock | 5M | 23K | 0 |
| DISNEY WALT CO COM | Stock | 26K | 262 | 0 |
| ADEIA INC COM | Stock | 559 | 50 | 0 |