Godwin Capital Group, LLC

RIASEC RegisteredEst. 2021

Total AUM

$1.1B

Discretionary

$318M

28% of AUM

Avg account

$2.7M

Accounts

416

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 316592
Registered since: November 16, 2021
Website: godwincap.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses65.35%
Pooled Investment Vehicles16.37%
Charitable Organizations11.37%
HNWI6.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Godwin Capital Group, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owner-operated. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that selects external managers and runs portfolio management and financial planning services. Its advisory scope includes individual and small business portfolio management, oversight of pooled investment vehicles, and the selection of third-party advisers. The firm charges fees on a percentage-of-assets basis and also uses fixed and performance-based fee arrangements. Godwin does not identify as an active ESG investor.