Investment adviser · CRD 110667

GOLDEN CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Aug 31, 2017

Regulatory AUM
$9.72B
Form ADV · Item 5.F
Client accounts
1,518
Accounts, not individual clients
Employees
23
Reported in this filing
Advisory professionals
9
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 31, 2017. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

10715 DAVID TAYLOR DR, SUITE 400
CHARLOTTE, NC, 28262, United States

CRD 110667

Filing source

Form ADV 1137719 · Aug 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.