Goshen Capital LLC

Overview

Goshen Capital LLC is an owner-operated independent registered investment adviser that serves individual and family clients. The firm combines financial planning with discretionary portfolio management and also provides adviser selection services, positioning itself as a capital allocator that sources outside managers when appropriate. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements, which supports both ongoing portfolio stewardship and one-off planning work. Investment activity is equity-heavy: exchange-traded securities form the backbone of client portfolios, and the firm supplements core public-market exposure with allocations to real estate through REITs and third-party real estate managers. Goshen Capital is not an active ESG investor and operates on a single-state basis, running a compact, centralized advisory platform rather than a multi-state or institutional consultant practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices