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Goydas Capital Investment Management, LLC

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Client assets under management

$18,842,529

Clients

19

53% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

10

Very Low

Average account size

$991,712

About

The firm serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, managing roughly $18.8 million for about 19 clients. It provides discretionary portfolio management, financial planning, pension consulting and access to private pooled investments, including real‑estate funds and REITs.

The firm documents client objectives in an Investment Policy Statement, typically requests discretionary trading authority, and uses a mix of analytical approaches (fundamental, quantitative, technical, charting and modern portfolio theory) to implement strategies that range from long‑term buy‑and‑hold to short‑term trading, options, margin and short sales. Clients receive regular monitoring and quarterly reports through custodians, and the firm also offers performance‑based compensation arrangements for qualified clients under a high‑water‑mark structure.

What is distinctive relative to peers is that the firm acts as a sponsor/syndicator of a private pooled real‑estate vehicle managed by the firm’s principal and may recommend such private placements to eligible clients, a capability uncommon among similar supported firms. It also accepts performance‑based fees for qualified accounts and has an affiliated representative who is a licensed insurance agent who may offer commissionable insurance products; the firm discloses these potential conflicts and maintains custody‑related controls for its pooled vehicle (annual audits and independent review of fees/withdrawals).

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing Wealth management

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Fee options

Fixed

Financial planning fixed fees ranging from $500 to $2,500

Percentage

$0+: 2.00% annually for Portfolio Management Services $0+: 1.00% annually for Pension Consulting Services

Project-based

$20 to $1,000 per hour for financial planning services

Performance-based

For qualified clients: 0.50% annual fee plus 20% performance fee on capital appreciation with high-water mark

Other

Fee-only: Financial planning fixed fees $500 - $2,500; hourly fees $20 - $1,000 per hour

Main office location

Goydas Capital Investment Management, LLC

Genesee PA, United States

Number of offices

1

Most active in

More info

New Jersey · New York · Pennsylvania · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website (917) 288-1578

Advisors at this firm

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user avatar

Edward G

Series 65

Genesee, PA

Goydas Capital Investment Management, LLC

Edward Goydas is a Series 65-licensed advisor with Goydas Capital Investment Management, LLC, where he has worked since 2019. He has 4 years of industry experience and has been involved with Goydas Capital LLC since 2008. Outside of advisory work, he is a managing member of 222 OCR GC LLC, a private pooled investment fund focused on real estate. Goydas Capital Investment Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $18.8 million for about 19 clients. The firm provides discretionary portfolio management, financial planning, and access to private pooled investments, including real estate funds and REITs, using a range of analytical approaches and investment strategies.

Options & derivatives strategies Private / alternative investments Real estate investing Wealth management
user avatar

Sarah G

Series 65

Genesee, PA

Goydas Capital Investment Management, LLC

Sarah Gilner is a financial advisor at Goydas Capital Investment Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Goydas Capital since 2019, following roles as an independent contractor and at First Citizens Community Bank. In addition to her advisory work, she is a licensed insurance producer. Goydas Capital Investment Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $18.8 million for about 19 clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and access to private pooled investments, including real-estate funds and REITs, using a variety of analytical approaches and investment strategies.

Options & derivatives strategies Private / alternative investments Real estate investing Wealth management
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