GOUWS CAPITAL LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 153812
- Registered since
- September 30, 2021
- Website
- www.gouwscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.21%
- Individuals3.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gouws Capital LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2021. The firm is owned by an individual and serves primarily individual and family clients, along with small businesses. Its core advisory offering is discretionary portfolio management tailored to individuals and small-business owners. Compensation is charged as a percentage of assets under management and, in some cases, fixed fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator in the provided materials.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Contacts
2 of 2FANIE GOUWS
Founder and PrincipalCRD 1408928
Justin Brooks
Director of ResearchCRD 6629308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$40.1M in ETFs
93%
$37.2M
0%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $19.5M | 33,808 | 48.66% |
Location
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 15720 Brixham Hill Ave
- Time zone
- ET (UTC-5)
- Office locations
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