A complete list of active advisors currently associated with Golden State Capital Inc.

Warmer can help you find a great advisor at Golden State Capital Inc. or one who fits your needs even better.

Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, with the capacity to serve individuals in non‑retail roles. The firm focuses on portfolio management and tailored recommendations for private investments (private equity, private credit, private real estate, venture capital and similar alternatives) and implements advice on a non‑discretionary basis; it uses asset‑based billing and also accepts certain hourly engagements. The firm’s investment process emphasizes private and alternative investments, employing fundamental, technical, and quantitative analysis with a bias toward long‑term purchase strategies and customized due diligence on private placements. Clients complete suitability assessments and may impose written investment restrictions; Golden State does not engage in day‑trading and provides periodic monitoring and reviews of recommended private investments. Distinctive features include its early‑stage profile—two advisors and reported $0 in assets under management as of February 2026—and a technology services arrangement with a separate affiliate that supports onboarding and operational functions, an arrangement the firm discloses and manages for potential conflicts. Golden State also does not sponsor private funds, does not maintain custody of client assets except to the limited extent of authorized fee deductions, and does not vote client proxies.

To learn more about the advisors currently working at Golden State Capital Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.