Gold Investment Management Ltd. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 13, 2026, reports $526M in regulatory assets under management, 7 employees, and 2,890 accounts.
Assets Under Management
$526M
Employees
7
Offices
--
Total Clients
965
Primary office
EDMONTON
10226 - 104 STREET NW, SUITE 502 FOX TOWER ONE, EDMONTON, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.2% of total clients.
Top client categories% of clientsClients
1
Individuals
93.2%
899
2
HNWI
3.6%
35
3
Corporations
3.2%
31
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$526Mas of March 13, 2026
Discretionary100.0%
$526M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$526M
Total Accounts2,890
10Y AUM Change+$280M (+113.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee138:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.