G
Goldsborough Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,239,803
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
42% high-net-worth
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
12
LowAverage account size
$853,317
About
Goldsborough Capital Management is a small, independent registered investment adviser that provides discretionary and non‑discretionary portfolio management and financial planning to individuals, trusts, retirement accounts, corporations, and charitable organizations. The firm manages a modest amount of assets for a limited client base and may engage sub‑advisers or recommend specific securities, mutual funds, annuities, bonds and options as part of its services.
Investment strategies are tailored to clients’ stated objectives, time horizons and risk tolerances and may include asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term positions. The firm documents client restrictions in writing, conducts periodic account reviews at least quarterly, and explicitly incorporates option transactions into its investment toolkit, with attendant risk disclosures.
What distinguishes the firm from many peers is its integration with a tax and accounting practice under common ownership and the principal’s tax credentials, which the firm discloses as a potential referral source and conflict of interest. The adviser also holds insurance licensing and professional designations relevant to philanthropy and retirement planning, and it accepts charitable organizations as clients — features that are less common among similar solo independent advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Annuities
Charitable giving & philanthropy
General estate planning guidance
Fee options
Fixed fees for financial planning projects range from $1,000 to $20,000 per project, negotiated based on complexity
$0 - $119,999: Maximum annual advisory fee: $1,500 $120,000 - $499,999: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
$75 - $200 per hour, negotiable depending on client situation
Account minimum: $100,000 Minimum fee: Minimum asset management fee of $375 per quarter ($1,500 annually) for accounts under $120,000
Main office location
Goldsborough Capital Management, LLC
9711 Washingtonian Blvd, Suite 550
Gaithersburg MD 20878-5789, United States
Number of offices
1
Most active in
Goldsborough Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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