GOALEN CAPITAL ADVISORS, LLC

Overview

Goalen Capital Advisors, LLC is an independent registered investment adviser organized as an LLC that provides financial planning and discretionary portfolio management primarily to individuals, families and small businesses. The firm’s advisory model emphasizes managed portfolios built around public funds and mutual funds, with discretionary authority covering the bulk of client assets. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements, which supports both ongoing wealth management and project-based planning work. The firm does not position itself as an ESG-focused manager and is not structured as a capital allocator; it supplements core public fund exposure with targeted alternative allocations into real estate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices