RIA Intel›Advisers›Utah›GOALEN CAPITAL ADVISORS, LLC

GOALEN CAPITAL ADVISORS, LLC

Advisory

WEST VALLEY, UT

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in UT
#190
of 249 advisers by AUM
Average account
$227K
across 384 accounts
AUM per adviser
$87M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$87M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$87M
Discretionary AUM$83M
Non-Discretionary AUM$4M
Discretionary %95.9%
Total Clients101
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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