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GOULD ASSET MANAGEMENT LLC
CRD 113098File 801-63162
APPROVED
Retail clients
Custody
Filing as of Apr 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$995.0M
Non-discretionary $39.5M
Clients
363
644 accounts
Employees
15
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 27, 2004
- Principal office
- 341 WEST FIRST STREET, SUITE 200, CLAREMONT, CA, 91711-4749
- Phone
- 909-445-1291
- Website
- HTTP://WWW.GOULDASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.03B
- Discretionary AUM
- $995.0M
- Non-discretionary AUM
- $39.5M
- Discretionary accounts
- 565
- Non-discretionary accounts
- 79
- Total accounts
- 644
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $40.3M |
| High net worth individuals | 229 | $916.7M |
| Individuals (other than high net worth individuals) | 120 | $77.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 350 | 363 | increased by13 |
| Apr 1, 2026 | AUM | $901,267,904 | $1,034,493,750 | increased by$133,225,846 |
| Apr 1, 2026 | Accounts | 640 | 644 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 15 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 321 | 350 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $780,421,787 | $901,267,904 | increased by$120,846,117 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 594 | 640 | increased by46 |
| Apr 1, 2022 | Clients | 306 | 321 | increased by15 |
| Apr 1, 2022 | AUM | $689,185,712 | $780,421,787 | increased by$91,236,075 |
| Apr 1, 2022 | Accounts | 561 | 594 | increased by33 |
| Jan 1, 2022 | AUM | $689,212,281 | $689,185,712 | decreased by$26,569 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOULD ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOULD ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.