Goi

2 registered advisors · 0 reported ETFs · $0 reported ETF value · $111.3M regulatory AUM

Goi is an investment adviser that files Form ADV with the SEC in Miami, FL, with 2 registered advisors, reporting $111.3M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-09-18 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$111.3MLowTop 91%
  • Clients per advisor29.5LowTop 75%
  • Average AUM per client$1.9MLowTop 61%
  • High-net-worth share of clients66.1%HighTop 11%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-09-18. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2026-04-02
SEC file number
801-135747
Form version
10/2021
Latest Form ADV filing
2026-09-18
Address
801 Brickell Avenue, 8th Floor, Miami, FL 33131, United States
Phone
888-464-4742
Website
https://goi-ria.com/

Size

People and clients

Items 5.A through 5.D.

Employees
3
Registered advisors
2
Offices
2
Clients
59
Clients per advisor
29.5
High-net-worth share of clients
66.1%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$111,348,774
Discretionary AUM
$111,348,774
Non-discretionary AUM
$0
Total accounts
140
Average AUM per client
$1,887,267

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals39 clients
    $103.5M
  • Individuals (non-HNW)19 clients
    $4.7M
  • Charitable organizations0 clients
    $3.2M
  • Investment companies1 client
    $7.3K

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Portfolio Management: Pooled Investment Vehicles
Fee types
Compensation: Percentage of Assets Under Management

Source: SEC Form ADV filed by CRD 319494. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
801 Brickell AvenueMiamiFL2
Carrer de La Marina 16-18Barcelona1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.