Golden Capital Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Golden Capital Partners LLC offers ongoing asset management and business consulting services, including retirement‑plan rollover advice, to institutional and pooled investment vehicles as well as corporate and high‑net‑worth clients. The firm’s consulting scope, as described in its disclosure brochure, covers M&A advisory, capital formation, debt restructuring, operational efficiency and related corporate finance work.
Portfolios are managed in accordance with each client’s financial situation, objectives and risk tolerance, and the firm can operate on a discretionary basis when authorized. Its stated methods include fundamental and technical analysis and a range of strategies from long‑ and short‑term positions and value investing to options, futures and tactical/strategic asset allocation, with regular monitoring of accounts.
Distinctive features noted in the brochure include the use of hourly billing for business consulting engagements—an arrangement that is relatively uncommon for firms in this category—and the availability of performance‑based strategies subject to qualified‑client restrictions and a high‑water‑mark. The firm is newly registered with no assets under management as of the disclosure date and has registered as a commodity trading advisor with the CFTC/NFA pending regulatory approval.
Client services
Financial planning
Portfolio management
Business consulting
Expertise
Options & derivatives strategies
Active portfolio management
Business sale tax planning
Business ownership considerations
Occupation focus
Founder/Business Owner
Executive
Fee options
2.00% annually
$1,000 per hour for business consulting services
25% of capital appreciation payable monthly in arrears with a high water mark; only for qualified clients
Main office location
Golden Capital Partners LLC
Sunny Isles Beach FL, United States
Number of offices
1
Most active in
Golden Capital Partners LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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