GOULD CAPITAL, LLC

CRD 300609File 801-114815

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$175.2M

Bottom 25% of cohort (national)

Discretionary AUM

$174.7M

Non-discretionary $482K

Clients

156

383 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Mar 8, 2019
Principal office: 2323 N 31ST STREET, STE 100, TACOMA, WA, 98403
Phone: 253-272-9898
Website: https://linkedin.com/company/gould-capital-llc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $175.2M
Discretionary AUM: $174.7M
Non-discretionary AUM: $482K
Discretionary accounts: 382
Non-discretionary accounts: 1
Total accounts: 383
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$10.4M
Charitable organizations	Fewer than 5	$2.2M
High net worth individuals	52	$120.3M
Pension and profit sharing plans	Fewer than 5	$3.2M
Individuals (other than high net worth individuals)	94	$39.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for other
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 11

This 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.