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Firm profile

Goi

MIAMI, FLCRD 319494Registration Status: ApprovedEffective since April 2, 2026Latest ADV April 2, 2026

Goi is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated April 2, 2026, reports $111M in regulatory assets under management, 3 employees, 2 offices, and 140 accounts.

Assets Under Management
$111M
Employees
3
Offices
2 offices
Total Clients
59
Primary office
MIAMI, FL
801 BRICKELL AVENUE, 8TH FLOOR, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORakesh Khilnani
CIORakesh Khilnani

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 66.1% of total clients.
Top client categories% of clientsClients
1
HNWI
66.1%
39
2
Individuals
32.2%
19
3
Investment Cos.
1.7%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$111Mas of April 2, 2026
Discretionary100.0%
$111M
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$111M
Total Accounts140
10Y AUM Change+$111M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee20:1
10Y Employee Change+1 (+50.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.