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Goldey Capital LLC (Calabasas)


Goldey Capital LLC is an adviser based in Calabasas. It manages $40.2 million of regulatory assets for 151 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

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Goldey Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Goldey Capital: assets under management

The assets under management (AUM) of Goldey Capital LLC is $40.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $266.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goldey Capital LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Calabasas

The principal office where Goldey Capital LLC performs its advisory services is located at 4768 Park Granada, #108, Calabasas, CA 91302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-835-9053 or by fax 855-465-3397. The normal business hours are 7am-3pm on Monday - Friday. You can find more information about the New York firm at www.goldeycapital.com.


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