Golden Capital Management LLC

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Assets, Funds, Holdings

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Golden Capital Management LLC
CRD #110667
SEC #801-57973
CIK #0001131340
AUM
Employees 23 (39% Investors, 17% Brokers)
Phone704-593-1144
Address10715 David Taylor Dr
Charlotte, NC 28262
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
10.08.06.04.02.00.02001200920172025
Sector Form 13F Holdings Value ($B)
Microsoft Corp 5.7
Apple Inc 4.9
Johnson & Johnson 3.4
J P Morgan Chase & Co 3.1
Home Depot Inc 2.7
Amazon Com Inc 2.6
Cisco Systems Inc 2.5
Facebook Inc 2.5
Alphabet Inc 2.1
Alphabet Inc 2.1
View All
Holdings by Sector ($B)
60048036024012002011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,518 9.7
By Discretionary
Discretionary 1,500 7.4
Non-Discretionary 18 2.3
Total 1,518 9.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 9.7
Total 1,518 9.7
EDGAR Form CIK 2011 - 2026
13F-NT [0001131340]
Firm Profile (Form ADV)
Discretionary AUM$2.9B
Clients2,000 (1 non-US)
ServesInstitutional, Retail
LEI549300F04Z4D3CGREP09
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