RIA Intel›Advisers›GOANNA CAPITAL MANAGEMENT LLC

GOANNA CAPITAL MANAGEMENT LLC

Advisory

N·

Data as of Jul 27, 2026 · Source: SEC Form ADV

Total AUM
$1.9B
1-Year AUM Growth
+19.7%
3-Year CAGR
—
Employees
7
Assets Under Management
Total AUM$1.9B
Discretionary AUM$1.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees7
Investment Advisers19
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record10
First FilingMar 11, 2022
Latest FilingJul 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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