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GOLDSTONE PORTFOLIOS INCORPORATED
CRD 127162File 801-68544
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.1M
Bottom 25% of cohort (national)
Discretionary AUM
$26.3M
Non-discretionary $2.8M
Clients
28
86 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 29, 2007
- Principal office
- Not reported
- Phone
- 845-698-1806
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.1M
- Discretionary AUM
- $26.3M
- Non-discretionary AUM
- $2.8M
- Discretionary accounts
- 75
- Non-discretionary accounts
- 11
- Total accounts
- 86
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $2.3M |
| High net worth individuals | 5 | $13.3M |
| Pension and profit sharing plans | 1 | $819K |
| Individuals (other than high net worth individuals) | 21 | $12.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.