Goldstein Capital Corp.
SEC RegisteredWould you like to earn more money, lower taxes, and get concierge service?
About the firm
Goldstein Capital Corp. (GCC) is an SEC registered investment advisor that has been in business since 1995. GCC works with clients as an investment expert rather than a sales rep, offering concierge service and a practical approach to help clients define and reach their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
GCC offers cash management, bonds and stocks via customized separate accounts (taxable bonds, municipal bonds, or balanced accounts), and a hedge fund strategy targeting 3% to 5% above money market rates. The firm focuses on finding great deals, keeping fees low, and providing concierge investment service.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 20 | $52M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 3 | $212M |
| Charitable Organizations | 0 | $0 |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity & Balanced: Up to $500,000 | 0.70% |
| Equity & Balanced: $500,000 - $1,000,000 | 0.60% |
| Equity & Balanced: $1,000,000 - $5,000,000 | 0.50% |
| Equity & Balanced: Greater than $5,000,000 | 0.45% |
| Fixed Income: Up to $1,000,000 | 0.40% |
| Fixed Income: Greater than $1,000,000 | 0.35% |
| Cash Management: Up to $10,000,000 | 0.30% |
| Cash Management: Greater than $10,000,000 | 0.25% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Goldstein Capital Corp. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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