GOALEN CAPITAL ADVISORS, LLC

GOALEN CAPITAL ADVISORS, LLC of WEST VALLEY, UT is an SEC-registered investment adviser (CRD 312298). Regulatory assets under management: $87.0M.

Registration

• CRD: 312298
• Type: Registered investment adviser
• Location: 2252 W. PRESIDENTS DRIVE, WEST VALLEY, UT, 84120
• Phone: 323-539-7703
• Latest filing: 2026-03-25
• Regulatory AUM: $87.0M
• Discretionary AUM: $83.4M
• Non-discretionary AUM: $3.6M
• Clients: 2
• Accounts: 384

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312298 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search