Gould Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$159,505,214
Clients
146
Advisors
3
of 3 employees
About
Gould Capital provides discretionary investment management and consulting to individuals (including high‑net‑worth clients), foundations, estates, trusts, and employer‑sponsored retirement plans, and also offers non‑securities advice on estate planning, insurance, real estate, and annuities. The firm reports about $175 million in assets under management across 146 client relationships and typically requires a $1,000,000 minimum account opening, with exceptions at the firm’s discretion.
The firm runs proprietary, in‑house strategies and gives clients direct access to the team that performs research and makes investment decisions, building diversified portfolios with defined maximum position sizes and periodic rebalancing. Gould Capital combines fundamental analysis and mutual fund/ETF selection with less common elements cited in its brochure — use of game‑theory principles in position evaluation and income‑strategy overlays intended to limit downside risk while enhancing total return — and generally manages accounts on a discretionary basis.
Distinctive features relative to many peers include formal ERISA 3(38) fiduciary plan management, under which the firm can select and replace plan investments, provide quarterly monitoring reports, and assist with participant education, thereby relieving plan sponsors of certain fiduciary duties. Operationally, the firm uses Black Diamond for performance reporting, aggregates related family accounts for fee purposes (and may exclude concentrated stock positions from fee calculations), practices that can materially affect reporting and fee outcomes for clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% annualized $1,000,001 - $3,000,000: 1.00% annualized $3,000,001 - $5,000,000: 0.80% annualized $5,000,001 - $10,000,000: 0.75% annualized $10,000,001 - $20,000,000: 0.70% annualized $20,000,001+: Negotiable
Consulting fees vary and are negotiated; billed as services are rendered.
Account minimum: $1,000,000 Fee-only: Consulting fees are negotiated based on scope and complexity; billed as services are rendered.
Main office
2323 N 31st Street, Ste 100
Tacoma WA 98403
Advisors at this office
3
Most active in
Arizona · California · Nebraska · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Quick links
Advisors at this firm
Jennifer E
Series 63, Series 65
Tacoma, WA
Gould Capital, LLC
Jennifer Emmons Carlson is a financial advisor at Gould Capital, LLC with 22 years of industry experience. She has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Carlson holds Series 63 and Series 65 licenses. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, providing portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis, asset allocation, and income-focused approaches, and offers ERISA 3(38) fiduciary services for employer-sponsored retirement plans.
John G
Series 63, Series 65
Tacoma, WA
Gould Capital, LLC
John Gould is a financial advisor at Gould Capital, LLC with 29 years of industry experience. He has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. He holds Series 63 and Series 65 designations. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and asset-allocation guidelines, and it provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.
Gary G
Series 63, Series 65
Tacoma, WA
Gould Capital, LLC
Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)