RIA Intel›Advisers›Pennsylvania›GOSHEN CAPITAL LLC

GOSHEN CAPITAL LLC

Advisory

PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PA

#1,220

of 1,528 advisers by AUM

Average account

$1M

across 20 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

BLACK DIAMOND WEALTH MANAGEMENT, LLC

$24M

INDEX MANAGEMENT SOLUTIONS, LLC

PHILADELPHIA, PA

$23M

EVOLUTION CAPITAL STRATEGIES LLC

$23M

CAREY INVESTMENT SOLUTIONS LLC

PHILADELPHIA, PA

$25M

HARTWOOD ADVISORS, INC.

$25M

MEANINGFUL WEALTH MANAGEMENT LLC

$25M

Get the full picture on GOSHEN CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GOSHEN CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans