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Building 2GOLDEN CAPITAL MANAGEMENT, LLC

Map pinCHARLOTTE, NC
Phone704-593-1144
NotebookSEC #801-57973
Total AUM
$9.7B
Employees
23
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10715 DAVID TAYLOR DR
SUITE 400
CHARLOTTE
NC 28262
United States
Operating Hours
8:00AM TO 5:00PM ET
Monday - Friday
Phone
704-593-1144

ReceiptFinancials

Total AUM
$9.7B
Accounts
1,518
Discretionary
$7.4B
Accounts
1,500
Non-Discretionary
$2.3B
Accounts
18

ContactClients

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None reported

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SECURITY RANKINGS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)
State Registrations
AKALARAZCACTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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